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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

Other funds holding KJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $85.1B AUM 27.35% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Atria Wealth Solutions's KJUL Position: Q2 2025 in Review

Atria Wealth Solutions held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q2 2025 at 7,749 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #1303.

Atria Wealth Solutions first reported a position in KJUL in Q4 2023 and has held it in 7 quarters since. The position peaked at $300K in Q3 2024. 80 funds tracked by Wall St. Rank hold KJUL as of Q2 2025.

  • Atria Wealth Solutions held 7,749 shares of Innovator US Small Cap Power Buffer ETF July worth $228K as of Q2 2025.
  • Atria Wealth Solutions left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q2 2025.
  • Innovator US Small Cap Power Buffer ETF July made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1303 holding.
  • Atria Wealth Solutions first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2023 and has held it in 7 quarters since.
  • Atria Wealth Solutions's Innovator US Small Cap Power Buffer ETF July position peaked at $300K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.