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Signature Estate & Investment Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Signature Estate & Investment 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
Q4 		– Sell
-8,717
Closed -$254K – 554
2024
Q3 		$254K Buy
+8,717
New +$248K 0.01% 438

Other funds holding KJUL

ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Osaic Holdings
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
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

Signature Estate & Investment Advisors's KJUL Position: Q4 2024 in Review

Signature Estate & Investment Advisors sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q4 2024, closing a stake of 8,717 shares — an estimated $254K sold.

Signature Estate & Investment Advisors first reported a position in KJUL in Q3 2024 and held it in 1 quarter. The position peaked at $254K in Q3 2024. 92 funds tracked by Wall St. Rank hold KJUL as of Q4 2024.

  • Signature Estate & Investment Advisors reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 8,717 Innovator US Small Cap Power Buffer ETF July shares in Q4 2024, an estimated $254K.
  • Signature Estate & Investment Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2024 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $254K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q4 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.