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Money Concepts Capital’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-90
Closed -$2.18K – 1801
2022
Q4 		$2.18K Buy
+90
New +$2.18K ﹤0.01% 2651

Other funds holding KJUL

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 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
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Money Concepts Capital's KJUL Position: Q1 2023 in Review

Money Concepts Capital sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q1 2023, closing a stake of 90 shares — an estimated $2.18K sold.

Money Concepts Capital first reported a position in KJUL in Q4 2022 and held it in 1 quarter. The position peaked at $2.18K in Q4 2022. 57 funds tracked by Wall St. Rank hold KJUL as of Q1 2023.

  • Money Concepts Capital reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 90 Innovator US Small Cap Power Buffer ETF July shares in Q1 2023, an estimated $2.18K.
  • Money Concepts Capital first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Innovator US Small Cap Power Buffer ETF July position peaked at $2.18K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.