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

Personal CFO Solutions’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 Q1	–	Sell	-383,493	Closed	-$10.4M	–	562
2023 Q4	$10.4M	Sell	383,493 -2,616	-0.7%	-$66.1K	1.8%	8
2023 Q3	$9.66M	Buy	+386,109	New	+$9.94M	1.91%	6
2023 Q1	–	Sell	-15,703	Closed	-$380K	–	493
2022 Q4	$380K	Buy	15,703 +2,638	+20%	+$63.8K	0.08%	238
2022 Q3	$302K	Buy	13,065 +3,013	+30%	+$72.9K	0.08%	251
2022 Q2	$235K	Sell	10,052 -331,884	-97%	-$8.15M	0.06%	338
2022 Q1	$8.79M	Buy	341,936 +9,769	+3%	+$249K	1.73%	10
2021 Q4	$8.79M	Buy	332,167 +11,712	+4%	+$310K	1.65%	11
2021 Q3	$8.37M	Buy	320,455 +6,898	+2%	+$181K	1.71%	11
2021 Q2	$8.34M	Buy	+313,557	New	+$8.31M	1.71%	10

Other funds holding KJUL

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AGA

Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Personal CFO Solutions's KJUL Position: Q1 2024 in Review

Personal CFO Solutions sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q1 2024, closing a stake of 383,493 shares — an estimated $10.4M sold.

Personal CFO Solutions first reported a position in KJUL in Q2 2021 and held it in 9 quarters. The position peaked at $10.4M in Q4 2023. 83 funds tracked by Wall St. Rank hold KJUL as of Q1 2024.

Personal CFO Solutions reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q1 2024 after selling out during the quarter.
Personal CFO Solutions sold 383,493 Innovator US Small Cap Power Buffer ETF July shares in Q1 2024, an estimated $10.4M.
Personal CFO Solutions first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2021 and held it in 9 quarters.
Personal CFO Solutions's Innovator US Small Cap Power Buffer ETF July position peaked at $10.4M in Q4 2023.
83 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2024.

Based on Personal CFO Solutions's 13F filing for Q1 2024, filed 13 May 2024.