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Apollon Wealth Management’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Apollon Wealth Management’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
2023
Q3 		– Sell
-11,600
Closed -$298K – 954
2023
Q2 		$298K Hold
11,600
– – 0.01% 743
2023
Q1 		$287K Hold
11,600
– – 0.02% 685
2022
Q4 		$281K Sell
11,600
-100
-0.9% -$2.42K 0.02% 680
2022
Q3 		$270K Hold
11,700
– – 0.02% 640
2022
Q2 		$273K Buy
11,700
+2,000
+21% +$49.1K 0.02% 591
2022
Q1 		$249K Hold
9,700
– – 0.02% 633
2021
Q4 		$257K Buy
+9,700
New +$257K 0.02% 624

Other funds holding KJUL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Apollon Wealth Management's KJUL Position: Q3 2023 in Review

Apollon Wealth Management sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q3 2023, closing a stake of 11,600 shares — an estimated $298K sold.

Apollon Wealth Management first reported a position in KJUL in Q4 2021 and held it in 7 quarters. The position peaked at $298K in Q2 2023. 70 funds tracked by Wall St. Rank hold KJUL as of Q3 2023.

  • Apollon Wealth Management reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q3 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 11,600 Innovator US Small Cap Power Buffer ETF July shares in Q3 2023, an estimated $298K.
  • Apollon Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2021 and held it in 7 quarters.
  • Apollon Wealth Management's Innovator US Small Cap Power Buffer ETF July position peaked at $298K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2023.

Based on Apollon Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.