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Atria Wealth Solutions’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Atria Wealth Solutions’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 		$228K Hold
7,749
– – 0.01% 1303
2025
Q1 		$217K Sell
7,749
-2,243
-22% -$65.6K ﹤0.01% 1673
2024
Q4 		$294K Sell
9,992
-300
-3% -$8.88K ﹤0.01% 1557
2024
Q3 		$300K Buy
10,292
+246
+2% +$6.99K ﹤0.01% 1520
2024
Q2 		$278K Buy
10,046
+39
+0.4% +$1.07K ﹤0.01% 1556
2024
Q1 		$281K Buy
10,007
+916
+10% +$24.8K ﹤0.01% 1599
2023
Q4 		$246K Buy
+9,091
New +$230K ﹤0.01% 1639

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CSP
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XF
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Osaic Holdings
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TF
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Cetera Investment Advisers
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BFG
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William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return