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

Maltin 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
2025
Q2 		– Sell
-189,823
Closed -$5.31M – 135
2025
Q1 		$5.31M Sell
189,823
-6,012
-3% -$176K 2.49% 9
2024
Q4 		$5.76M Buy
195,835
+5,691
+3% +$168K 2.83% 5
2024
Q3 		$5.54M Buy
190,144
+440
+0.2% +$12.5K 2.7% 6
2024
Q2 		$5.24M Buy
189,704
+6,723
+4% +$185K 2.82% 6
2024
Q1 		$5.14M Buy
182,981
+16,731
+10% +$453K 2.89% 6
2023
Q4 		$4.5M Buy
166,250
+785
+0.5% +$19.8K 2.87% 7
2023
Q3 		$4.14M Buy
165,465
+11,661
+8% +$300K 2.89% 5
2023
Q2 		$3.95M Buy
153,804
+2,949
+2% +$72.7K 2.79% 8
2023
Q1 		$3.74M Buy
150,855
+2,915
+2% +$73.2K 2.69% 9
2022
Q4 		$3.58M Buy
147,940
+112,798
+321% +$2.73M 2.61% 9
2022
Q3 		$811K Buy
+35,142
New +$850K 0.64% 57

Other funds holding KJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Maltin Wealth Management's KJUL Position: Q2 2025 in Review

Maltin Wealth Management sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2025, closing a stake of 189,823 shares — an estimated $5.31M sold.

Maltin Wealth Management first reported a position in KJUL in Q3 2022 and held it in 11 quarters. The position peaked at $5.76M in Q4 2024. 80 funds tracked by Wall St. Rank hold KJUL as of Q2 2025.

  • Maltin Wealth Management reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Maltin Wealth Management sold 189,823 Innovator US Small Cap Power Buffer ETF July shares in Q2 2025, an estimated $5.31M.
  • Maltin Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2022 and held it in 11 quarters.
  • Maltin Wealth Management's Innovator US Small Cap Power Buffer ETF July position peaked at $5.76M in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2025.

Based on Maltin Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.