Ameritas Advisory Services’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-1,000	Closed	-$29.2K	–	2565
2025 Q2	$29.2K	Buy	+1,000	New	+$28K	﹤0.01%	1567
2023 Q2	–	Sell	-1,000	Closed	-$24.6K	–	1644
2023 Q1	$24.6K	Buy	+1,000	New	+$25.1K	﹤0.01%	1544

Other funds holding KJUL

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

Ameritas Advisory Services's KJUL Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q3 2025, closing a stake of 1,000 shares — an estimated $29.2K sold.

Ameritas Advisory Services first reported a position in KJUL in Q1 2023 and held it in 2 quarters. The position peaked at $29.2K in Q2 2025. 86 funds tracked by Wall St. Rank hold KJUL as of Q3 2025.

Ameritas Advisory Services reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,000 Innovator US Small Cap Power Buffer ETF July shares in Q3 2025, an estimated $29.2K.
Ameritas Advisory Services first reported a position in Innovator US Small Cap Power Buffer ETF July in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Innovator US Small Cap Power Buffer ETF July position peaked at $29.2K in Q2 2025.
86 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.