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NewEdge Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

NewEdge Advisors’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
2024
Q2 		– Sell
-10,518
Closed -$295K – 3905
2024
Q1 		$295K Buy
+10,518
New +$285K ﹤0.01% 1653
2023
Q1 		– Sell
-1,789
Closed -$43.3K – 3816
2022
Q4 		$43.3K Buy
+1,789
New +$43.3K ﹤0.01% 1780

Other funds holding KJUL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
MI
Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewEdge Advisors's KJUL Position: Q2 2024 in Review

NewEdge Advisors sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2024, closing a stake of 10,518 shares — an estimated $295K sold.

NewEdge Advisors first reported a position in KJUL in Q4 2022 and held it in 2 quarters. The position peaked at $295K in Q1 2024. 76 funds tracked by Wall St. Rank hold KJUL as of Q2 2024.

  • NewEdge Advisors reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 10,518 Innovator US Small Cap Power Buffer ETF July shares in Q2 2024, an estimated $295K.
  • NewEdge Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2022 and held it in 2 quarters.
  • NewEdge Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $295K in Q1 2024.
  • 76 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.