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American Portfolios Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

American Portfolios Advisors’s Portfolio KJUL Stock Details KJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$108K Buy
4,671
+786
+20% +$19K ﹤0.01% 1317
2022
Q2 		$90.8K Hold
3,885
– – ﹤0.01% 1452
2022
Q1 		$99.9K Hold
3,885
– – ﹤0.01% 1509
2021
Q4 		$103K Buy
3,885
+575
+17% +$15.2K ﹤0.01% 1494
2021
Q3 		$86.4K Buy
+3,310
New +$86.6K ﹤0.01% 1518

Other funds holding KJUL

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

American Portfolios Advisors's KJUL Position: Q3 2022 in Review

American Portfolios Advisors increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 20% in Q3 2022, buying an estimated $19K and bringing the position to 4,671 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

American Portfolios Advisors first reported a position in KJUL in Q3 2021 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold KJUL as of Q3 2022.

  • American Portfolios Advisors held 4,671 shares of Innovator US Small Cap Power Buffer ETF July worth $108K as of Q3 2022.
  • American Portfolios Advisors bought 786 Innovator US Small Cap Power Buffer ETF July shares in Q3 2022, an estimated $19K.
  • Innovator US Small Cap Power Buffer ETF July made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1317 holding.
  • American Portfolios Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2021 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.