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Round Table Services’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Round Table Services’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
2022
Q3 		$782K Buy
33,892
+6,170
+22% +$149K 0.15% 66
2022
Q2 		$648K Buy
+27,722
New +$681K 0.12% 78

Other funds holding KJUL

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Round Table Services's KJUL Position: Q3 2022 in Review

Round Table Services increased its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 22% in Q3 2022, buying an estimated $149K and bringing the position to 33,892 shares worth $782K. The position accounts for 0.15% of the portfolio, ranked #66.

Round Table Services first reported a position in KJUL in Q2 2022 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold KJUL as of Q3 2022.

  • Round Table Services held 33,892 shares of Innovator US Small Cap Power Buffer ETF July worth $782K as of Q3 2022.
  • Round Table Services bought 6,170 Innovator US Small Cap Power Buffer ETF July shares in Q3 2022, an estimated $149K.
  • Innovator US Small Cap Power Buffer ETF July made up 0.15% of Round Table Services's portfolio in Q3 2022, its #66 holding.
  • Round Table Services first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2022 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2022.

Based on Round Table Services's 13F filing for Q3 2022, filed 25 Oct 2022.