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My Personal CFO LLC’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

My Personal CFO LLC’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
-500
Closed -$12.1K – 470
2022
Q4 		$12.1K Buy
+500
New +$12.1K 0.01% 242

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

My Personal CFO LLC's KJUL Position: Q1 2023 in Review

My Personal CFO LLC sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q1 2023, closing a stake of 500 shares — an estimated $12.1K sold.

My Personal CFO LLC first reported a position in KJUL in Q4 2022 and held it in 1 quarter. The position peaked at $12.1K in Q4 2022. 57 funds tracked by Wall St. Rank hold KJUL as of Q1 2023.

  • My Personal CFO LLC reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 500 Innovator US Small Cap Power Buffer ETF July shares in Q1 2023, an estimated $12.1K.
  • My Personal CFO LLC first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Innovator US Small Cap Power Buffer ETF July position peaked at $12.1K 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 My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.