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Atlantic Private Wealth’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Atlantic Private Wealth’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
-12,965
Closed -$363K – 247
2025
Q1 		$363K Buy
12,965
+7,448
+135% +$218K 0.27% 43
2024
Q4 		$162K Hold
5,517
– – 0.12% 50
2024
Q3 		$161K Buy
+5,517
New +$157K 0.12% 49

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

Atlantic Private Wealth's KJUL Position: Q2 2025 in Review

Atlantic Private Wealth sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2025, closing a stake of 12,965 shares — an estimated $363K sold.

Atlantic Private Wealth first reported a position in KJUL in Q3 2024 and held it in 3 quarters. The position peaked at $363K in Q1 2025. 80 funds tracked by Wall St. Rank hold KJUL as of Q2 2025.

  • Atlantic Private Wealth reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Atlantic Private Wealth sold 12,965 Innovator US Small Cap Power Buffer ETF July shares in Q2 2025, an estimated $363K.
  • Atlantic Private Wealth first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2024 and held it in 3 quarters.
  • Atlantic Private Wealth's Innovator US Small Cap Power Buffer ETF July position peaked at $363K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2025.

Based on Atlantic Private Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.