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Elmwood Wealth Management’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Elmwood Wealth Management’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 		– Sell
-3,000
Closed -$79K – 217
2021
Q4 		$79K Buy
+3,000
New +$79.5K 0.04% 164

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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM

Elmwood Wealth Management's KJUL Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q1 2022, closing a stake of 3,000 shares — an estimated $79K sold.

Elmwood Wealth Management first reported a position in KJUL in Q4 2021 and held it in 1 quarter. The position peaked at $79K in Q4 2021. 39 funds tracked by Wall St. Rank hold KJUL as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 3,000 Innovator US Small Cap Power Buffer ETF July shares in Q1 2022, an estimated $79K.
  • Elmwood Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2021 and held it in 1 quarter.
  • Elmwood Wealth Management's Innovator US Small Cap Power Buffer ETF July position peaked at $79K 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 Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.