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

Blue Trust 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
2023
Q3 		– Sell
-1,503
Closed -$37K – 2172
2023
Q2 		$37K Buy
+1,503
New +$37K ﹤0.01% 809

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LJAC
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AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Blue Trust Inc's KJUL Position: Q3 2023 in Review

Blue Trust Inc sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q3 2023, closing a stake of 1,503 shares — an estimated $37K sold.

Blue Trust Inc first reported a position in KJUL in Q2 2023 and held it in 1 quarter. The position peaked at $37K in Q2 2023. 70 funds tracked by Wall St. Rank hold KJUL as of Q3 2023.

  • Blue Trust Inc reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q3 2023 after selling out during the quarter.
  • Blue Trust Inc sold 1,503 Innovator US Small Cap Power Buffer ETF July shares in Q3 2023, an estimated $37K.
  • Blue Trust Inc first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2023 and held it in 1 quarter.
  • Blue Trust Inc's Innovator US Small Cap Power Buffer ETF July position peaked at $37K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.