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Frisch Financial Group’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Frisch Financial Group’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
-8,036
Closed -$213K – 147
2021
Q4 		$213K Buy
+8,036
New +$213K 0.07% 148

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 $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
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

Frisch Financial Group's KJUL Position: Q1 2022 in Review

Frisch Financial Group sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q1 2022, closing a stake of 8,036 shares — an estimated $213K sold.

Frisch Financial Group first reported a position in KJUL in Q4 2021 and held it in 1 quarter. The position peaked at $213K in Q4 2021. 39 funds tracked by Wall St. Rank hold KJUL as of Q1 2022.

  • Frisch Financial Group reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q1 2022 after selling out during the quarter.
  • Frisch Financial Group sold 8,036 Innovator US Small Cap Power Buffer ETF July shares in Q1 2022, an estimated $213K.
  • Frisch Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2021 and held it in 1 quarter.
  • Frisch Financial Group's Innovator US Small Cap Power Buffer ETF July position peaked at $213K 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 Frisch Financial Group's 13F filing for Q1 2022, filed 10 May 2022.