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First Commonwealth Financial Corp’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

First Commonwealth Financial Corp’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
-19,062
Closed -$472K – 174
2023
Q1 		$472K Sell
19,062
-386
-2% -$9.69K 0.17% 119
2022
Q4 		$471K Sell
19,448
-6,448
-25% -$156K 0.18% 120
2022
Q3 		$598K Buy
+25,896
New +$627K 0.25% 80

Other funds holding KJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AF
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
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
MW
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

First Commonwealth Financial Corp's KJUL Position: Q2 2023 in Review

First Commonwealth Financial Corp sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2023, closing a stake of 19,062 shares — an estimated $472K sold.

First Commonwealth Financial Corp first reported a position in KJUL in Q3 2022 and held it in 3 quarters. The position peaked at $598K in Q3 2022. 58 funds tracked by Wall St. Rank hold KJUL as of Q2 2023.

  • First Commonwealth Financial Corp reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2023 after selling out during the quarter.
  • First Commonwealth Financial Corp sold 19,062 Innovator US Small Cap Power Buffer ETF July shares in Q2 2023, an estimated $472K.
  • First Commonwealth Financial Corp first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2022 and held it in 3 quarters.
  • First Commonwealth Financial Corp's Innovator US Small Cap Power Buffer ETF July position peaked at $598K in Q3 2022.
  • 58 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2023.

Based on First Commonwealth Financial Corp's 13F filing for Q2 2023, filed 10 Aug 2023.