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

WealthPLAN 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
Q3 		– Sell
-1,806
Closed -$46.4K – 745
2023
Q2 		$46.4K Hold
1,806
– – 0.01% 525
2023
Q1 		$44.7K Buy
+1,806
New +$45.4K 0.01% 580
2021
Q4 		– Sell
-9,279
Closed -$245K – 385
2021
Q3 		$245K Buy
+9,279
New +$243K 0.02% 339

Other funds holding KJUL

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CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 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
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthPLAN Partners's KJUL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q3 2023, closing a stake of 1,806 shares — an estimated $46.4K sold.

WealthPLAN Partners first reported a position in KJUL in Q3 2021 and held it in 3 quarters. The position peaked at $245K in Q3 2021. 70 funds tracked by Wall St. Rank hold KJUL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,806 Innovator US Small Cap Power Buffer ETF July shares in Q3 2023, an estimated $46.4K.
  • WealthPLAN Partners first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2021 and held it in 3 quarters.
  • WealthPLAN Partners's Innovator US Small Cap Power Buffer ETF July position peaked at $245K in Q3 2021.
  • 70 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.