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

Next 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
2021
Q4 		$200K Hold
7,576
– – 0.01% 895
2021
Q3 		$198K Buy
+7,576
New +$198K 0.02% 836

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 $38.8B AUM 21.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Next Financial Group's KJUL Position: Q4 2021 in Review

Next Financial Group held its Innovator US Small Cap Power Buffer ETF July (KJUL) position steady in Q4 2021 at 7,576 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #895.

Next Financial Group first reported a position in KJUL in Q3 2021 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold KJUL as of Q4 2021.

  • Next Financial Group held 7,576 shares of Innovator US Small Cap Power Buffer ETF July worth $200K as of Q4 2021.
  • Next Financial Group left its Innovator US Small Cap Power Buffer ETF July share count unchanged in Q4 2021.
  • Innovator US Small Cap Power Buffer ETF July made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #895 holding.
  • Next Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2021 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.