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KJUL icon

Chris Bulman’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Chris Bulman’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
-41,134
Closed -$1.15M – 132
2025
Q1 		$1.15M Sell
41,134
-1,265
-3% -$37K 0.73% 38
2024
Q4 		$1.25M Sell
42,399
-962
-2% -$28.5K 0.8% 32
2024
Q3 		$1.26M Sell
43,361
-1,369
-3% -$38.9K 0.86% 27
2024
Q2 		$1.24M Buy
+44,730
New +$1.23M 0.85% 25

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CSP
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XF
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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 $1.78B AUM 15.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return