XML Financial, LLC KJUL Holdings History
Number of Shares
151,735.00
Current Holdings Value*
$4.43 Mil
% of Portfolio
0.38%
Total Estimate Gain
$244,475.43
% of Total Estimate Gain
5.76%
XML Financial, LLC's Innovator U.S. Small Cap Power Buffer ETF - July Holding Summary
As of 2025-06-30, XML Financial, LLC held 151,735.00 shares of Innovator U.S. Small Cap Power Buffer ETF - July(KJUL), totaling $4.43 Mil. This investment constitutes 0.38% of their stock portfolio, and XML Financial, LLC now holds 2.82% of the outstanding Innovator U.S. Small Cap Power Buffer ETF - July(KJUL) stock.
The initial trade took place in 2025Q2. And since then XML Financial, LLC has made 1 purchases of KJUL, at an average price of $27.97, for a total of 151,735.00 shares. Based on historical transaction data and KJUL's current price of $29.58, XML Financial, LLC's estimated gain on his KJUL holdings is $244,475.43, reflecting a 5.76% gain to date.
XML Financial, LLC KJUL ($29.58) Holding Chart
XML Financial, LLC KJUL ($29.58) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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