Dixon Hughes Goodman Wealth Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022 Q1	$916K	Sell	35,630 -318	-0.9%	-$8.09K	0.26%	62
2021 Q4	$951K	Buy	+35,948	New	+$953K	0.31%	51

Other funds holding KJUL

TWM

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

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

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

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

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

FFA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AAS

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

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's KJUL Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 0.88% in Q1 2022, selling an estimated $8.09K and leaving 35,630 shares worth $916K. The position accounts for 0.26% of the portfolio, ranked #62.

Dixon Hughes Goodman Wealth Advisors first reported a position in KJUL in Q4 2021 and has held it in 2 quarters since. The position peaked at $951K in Q4 2021. 39 funds tracked by Wall St. Rank hold KJUL as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 35,630 shares of Innovator US Small Cap Power Buffer ETF July worth $916K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 318 Innovator US Small Cap Power Buffer ETF July shares in Q1 2022, an estimated $8.09K.
Innovator US Small Cap Power Buffer ETF July made up 0.26% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #62 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $951K in Q4 2021.
39 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.