AE Wealth Management’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

AE Wealth Management’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
2026 Q2	$124K	Sell	3,968 -21	-0.5%	-$648	﹤0.01%	1850
2026 Q1	$119K	Buy	3,989 +399	+11%	+$12K	﹤0.01%	1744
2025 Q4	$106K	Buy	3,590 +1,096	+44%	+$32K	﹤0.01%	1678
2025 Q3	$72.2K	Buy	2,494 +1,409	+130%	+$39.6K	﹤0.01%	1647
2025 Q2	$30K	Hold	1,085	–	–	﹤0.01%	1688
2025 Q1	$27.4K	Hold	1,085	–	–	﹤0.01%	1675
2024 Q4	$26.8K	Buy	+1,085	New	+$27.3K	﹤0.01%	1666
2024 Q1	–	Sell	-23,653	Closed	-$548K	–	1382
2023 Q4	$548K	Buy	23,653 +8,743	+59%	+$199K	﹤0.01%	1387
2023 Q3	$336K	Buy	+14,910	New	+$343K	﹤0.01%	1564

Other funds holding EJUL

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

LAA

Liberty Atlantic Advisors Allen, Texas $139M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AE Wealth Management's EJUL Position: Q2 2026 in Review

AE Wealth Management reduced its Innovator Emerging Markets Power Buffer ETF July (EJUL) stake by 0.53% in Q2 2026, selling an estimated $648 and leaving 3,968 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

AE Wealth Management first reported a position in EJUL in Q3 2023 and has held it in 9 quarters since. The position peaked at $548K in Q4 2023. 74 funds tracked by Wall St. Rank hold EJUL as of Q2 2026.

AE Wealth Management held 3,968 shares of Innovator Emerging Markets Power Buffer ETF July worth $124K as of Q2 2026.
AE Wealth Management sold 21 Innovator Emerging Markets Power Buffer ETF July shares in Q2 2026, an estimated $648.
Innovator Emerging Markets Power Buffer ETF July made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1850 holding.
AE Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q3 2023 and has held it in 9 quarters since.
AE Wealth Management's Innovator Emerging Markets Power Buffer ETF July position peaked at $548K in Q4 2023.
74 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.