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Fiduciary Alliance’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Fiduciary Alliance’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
-350
Closed -$8.99K – 590
2023
Q2 		$8.99K Buy
+350
New +$8.63K ﹤0.01% 582
2023
Q1 		– Sell
-350
Closed -$8.48K – 522
2022
Q4 		$8.48K Buy
+350
New +$8.47K ﹤0.01% 439

Other funds holding KJUL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
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

Fiduciary Alliance's KJUL Position: Q3 2023 in Review

Fiduciary Alliance sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q3 2023, closing a stake of 350 shares — an estimated $8.99K sold.

Fiduciary Alliance first reported a position in KJUL in Q4 2022 and held it in 2 quarters. The position peaked at $8.99K in Q2 2023. 70 funds tracked by Wall St. Rank hold KJUL as of Q3 2023.

  • Fiduciary Alliance reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 350 Innovator US Small Cap Power Buffer ETF July shares in Q3 2023, an estimated $8.99K.
  • Fiduciary Alliance first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Innovator US Small Cap Power Buffer ETF July position peaked at $8.99K 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 Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.