SWP
KJUL icon

Summit Wealth Partners’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Summit Wealth Partners’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
2023
Q1 		– Sell
-9,060
Closed -$220K – 189
2022
Q4 		$220K Hold
9,060
– – 0.06% 164
2022
Q3 		$209K Buy
+9,060
New +$219K 0.06% 151

Other funds holding KJUL

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 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
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Summit Wealth Partners's KJUL Position: Q1 2023 in Review

Summit Wealth Partners sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q1 2023, closing a stake of 9,060 shares — an estimated $220K sold.

Summit Wealth Partners first reported a position in KJUL in Q3 2022 and held it in 2 quarters. The position peaked at $220K in Q4 2022. 57 funds tracked by Wall St. Rank hold KJUL as of Q1 2023.

  • Summit Wealth Partners reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q1 2023 after selling out during the quarter.
  • Summit Wealth Partners sold 9,060 Innovator US Small Cap Power Buffer ETF July shares in Q1 2023, an estimated $220K.
  • Summit Wealth Partners first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2022 and held it in 2 quarters.
  • Summit Wealth Partners's Innovator US Small Cap Power Buffer ETF July position peaked at $220K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2023.

Based on Summit Wealth Partners's 13F filing for Q1 2023, filed 11 Sep 2024.