AssetMark Inc
KJUL icon

AssetMark Inc’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

AssetMark Inc’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
Q2 		– Sell
-800
Closed -$22.4K – 3077
2025
Q1 		$22.4K Hold
800
– – ﹤0.01% 1683
2024
Q4 		$23.5K Buy
+800
New +$23.7K ﹤0.01% 1619

Other funds holding KJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

AssetMark Inc's KJUL Position: Q2 2025 in Review

AssetMark Inc sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2025, closing a stake of 800 shares — an estimated $22.4K sold.

AssetMark Inc first reported a position in KJUL in Q4 2024 and held it in 2 quarters. The position peaked at $23.5K in Q4 2024. 80 funds tracked by Wall St. Rank hold KJUL as of Q2 2025.

  • AssetMark Inc reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • AssetMark Inc sold 800 Innovator US Small Cap Power Buffer ETF July shares in Q2 2025, an estimated $22.4K.
  • AssetMark Inc first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2024 and held it in 2 quarters.
  • AssetMark Inc's Innovator US Small Cap Power Buffer ETF July position peaked at $23.5K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.