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Arkadios Wealth Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Arkadios Wealth 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
Q1 		– Sell
-7,734
Closed -$205K – 599
2021
Q4 		$205K Buy
+7,734
New +$205K 0.03% 554

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ACM
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Osaic Holdings
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MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM

Arkadios Wealth Advisors's KJUL Position: Q1 2022 in Review

Arkadios Wealth Advisors sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q1 2022, closing a stake of 7,734 shares — an estimated $205K sold.

Arkadios Wealth Advisors first reported a position in KJUL in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 39 funds tracked by Wall St. Rank hold KJUL as of Q1 2022.

  • Arkadios Wealth Advisors reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q1 2022 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 7,734 Innovator US Small Cap Power Buffer ETF July shares in Q1 2022, an estimated $205K.
  • Arkadios Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $205K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.