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

Pillar Wealth 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 Q3	–	Sell	-38,676	Closed	-$1.07M	–	36
2024 Q2	$1.07M	Sell	38,676 -4,417	-10%	-$121K	1.28%	21
2024 Q1	$1.21M	Hold	43,093	–	–	0.91%	27
2023 Q4	$1.17M	Buy	43,093 +5,871	+16%	+$148K	0.9%	27
2023 Q3	$931K	Sell	37,222 -470	-1%	-$12.1K	0.81%	33
2023 Q2	$968K	Hold	37,692	–	–	0.81%	33
2023 Q1	$934K	Hold	37,692	–	–	0.93%	22
2022 Q4	$913K	Hold	37,692	–	–	0.88%	23
2022 Q3	$870K	Buy	37,692 +830	+2%	+$20.1K	0.87%	25
2022 Q2	$861K	Buy	36,862 +23,848	+183%	+$586K	0.88%	25
2022 Q1	$335K	Hold	13,014	–	–	0.32%	40
2021 Q4	$344K	Buy	+13,014	New	+$345K	0.33%	42

Other funds holding KJUL

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 1-Year Est. Return

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

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

BFG

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Pillar Wealth Advisors's KJUL Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q3 2024, closing a stake of 38,676 shares — an estimated $1.07M sold.

Pillar Wealth Advisors first reported a position in KJUL in Q4 2021 and held it in 11 quarters. The position peaked at $1.21M in Q1 2024. 80 funds tracked by Wall St. Rank hold KJUL as of Q3 2024.

Pillar Wealth Advisors reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 38,676 Innovator US Small Cap Power Buffer ETF July shares in Q3 2024, an estimated $1.07M.
Pillar Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2021 and held it in 11 quarters.
Pillar Wealth Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $1.21M in Q1 2024.
80 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.