Onyx Bridge Wealth Group’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Onyx Bridge Wealth 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
2025 Q2	–	Sell	-98,915	Closed	-$2.77M	–	322
2025 Q1	$2.77M	Buy	98,915 +1,533	+2%	+$44.8K	0.4%	54
2024 Q4	$2.87M	Sell	97,382 -988	-1%	-$29.2K	0.41%	54
2024 Q3	$2.87M	Buy	98,370 +854	+0.9%	+$24.3K	0.43%	48
2024 Q2	$2.7M	Buy	97,516 +1,390	+1%	+$38.2K	0.44%	48
2024 Q1	$2.61M	Buy	96,126 +11,472	+14%	+$310K	0.47%	46
2023 Q4	$2.29M	Buy	84,654 +2,915	+4%	+$73.7K	0.46%	37
2023 Q3	$2.05M	Buy	+81,739	New	+$2.11M	0.48%	40

Other funds holding KJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

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 Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Onyx Bridge Wealth Group's KJUL Position: Q2 2025 in Review

Onyx Bridge Wealth Group sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2025, closing a stake of 98,915 shares — an estimated $2.77M sold.

Onyx Bridge Wealth Group first reported a position in KJUL in Q3 2023 and held it in 7 quarters. The position peaked at $2.87M in Q4 2024. 80 funds tracked by Wall St. Rank hold KJUL as of Q2 2025.

Onyx Bridge Wealth Group reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
Onyx Bridge Wealth Group sold 98,915 Innovator US Small Cap Power Buffer ETF July shares in Q2 2025, an estimated $2.77M.
Onyx Bridge Wealth Group first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2023 and held it in 7 quarters.
Onyx Bridge Wealth Group's Innovator US Small Cap Power Buffer ETF July position peaked at $2.87M 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 Onyx Bridge Wealth Group's 13F filing for Q2 2025, filed 30 Jul 2025.