Secured Retirement Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Secured Retirement 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 Q1	–	Sell	-19,959	Closed	-$541K	–	115
2023 Q4	$541K	Buy	+19,959	New	+$504K	0.52%	62

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 $299M AUM 22.87% 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 $1.11B AUM 24.65% 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

Secured Retirement Advisors's KJUL Position: Q1 2024 in Review

Secured Retirement Advisors sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q1 2024, closing a stake of 19,959 shares — an estimated $541K sold.

Secured Retirement Advisors first reported a position in KJUL in Q4 2023 and held it in 1 quarter. The position peaked at $541K in Q4 2023. 83 funds tracked by Wall St. Rank hold KJUL as of Q1 2024.

Secured Retirement Advisors reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q1 2024 after selling out during the quarter.
Secured Retirement Advisors sold 19,959 Innovator US Small Cap Power Buffer ETF July shares in Q1 2024, an estimated $541K.
Secured Retirement Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2023 and held it in 1 quarter.
Secured Retirement Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $541K 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 Secured Retirement Advisors's 13F filing for Q1 2024, filed 13 May 2024.