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Accuvest Global Advisors’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Accuvest Global Advisors’s Portfolio EJUL Stock Details EJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-44,619
Closed -$1.06M – 44
2024
Q1 		$1.06M Buy
+44,619
New +$1.04M 0.46% 47
2023
Q4 		– Sell
-49,845
Closed -$1.12M – 91
2023
Q3 		$1.12M Hold
49,845
– – 0.62% 40
2023
Q2 		$1.15M Buy
+49,845
New +$1.15M 0.59% 40

Other funds holding EJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Accuvest Global Advisors's EJUL Position: Q2 2024 in Review

Accuvest Global Advisors sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q2 2024, closing a stake of 44,619 shares — an estimated $1.06M sold.

Accuvest Global Advisors first reported a position in EJUL in Q2 2023 and held it in 3 quarters. The position peaked at $1.15M in Q2 2023. 56 funds tracked by Wall St. Rank hold EJUL as of Q2 2024.

  • Accuvest Global Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 44,619 Innovator Emerging Markets Power Buffer ETF July shares in Q2 2024, an estimated $1.06M.
  • Accuvest Global Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q2 2023 and held it in 3 quarters.
  • Accuvest Global Advisors's Innovator Emerging Markets Power Buffer ETF July position peaked at $1.15M in Q2 2023.
  • 56 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q2 2024.

Based on Accuvest Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.