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Sugar Maple Asset Management’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Sugar Maple Asset Management’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
2025
Q1 		– Sell
-4,599
Closed -$135K – 278
2024
Q4 		$135K Buy
+4,599
New +$136K 0.1% 76

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Sugar Maple Asset Management's KJUL Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q1 2025, closing a stake of 4,599 shares — an estimated $135K sold.

Sugar Maple Asset Management first reported a position in KJUL in Q4 2024 and held it in 1 quarter. The position peaked at $135K in Q4 2024. 87 funds tracked by Wall St. Rank hold KJUL as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 4,599 Innovator US Small Cap Power Buffer ETF July shares in Q1 2025, an estimated $135K.
  • Sugar Maple Asset Management first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's Innovator US Small Cap Power Buffer ETF July position peaked at $135K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.