Cerity Partners’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Cerity Partners’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 Q2	–	Sell	-41,826	Closed	-$1.04M	–	1815
2023 Q1	$1.04M	Hold	41,826	–	–	﹤0.01%	959
2022 Q4	$1.01M	Buy	+41,826	New	+$1.01M	0.01%	684

Other funds holding KJUL

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cerity Partners's KJUL Position: Q2 2023 in Review

Cerity Partners sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2023, closing a stake of 41,826 shares — an estimated $1.04M sold.

Cerity Partners first reported a position in KJUL in Q4 2022 and held it in 2 quarters. The position peaked at $1.04M in Q1 2023. 58 funds tracked by Wall St. Rank hold KJUL as of Q2 2023.

Cerity Partners reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 41,826 Innovator US Small Cap Power Buffer ETF July shares in Q2 2023, an estimated $1.04M.
Cerity Partners first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2022 and held it in 2 quarters.
Cerity Partners's Innovator US Small Cap Power Buffer ETF July position peaked at $1.04M in Q1 2023.
58 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.