Avantax Advisory Services’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Avantax Advisory Services’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
2025 Q2	$659K	Sell	23,823 -2,037	-8%	-$52.7K	﹤0.01%	1419
2025 Q1	$653K	Sell	25,860 -522	-2%	-$13.2K	﹤0.01%	1342
2024 Q4	$651K	Buy	26,382 +100	+0.4%	+$2.52K	﹤0.01%	1285
2024 Q3	$671K	Buy	26,282 +206	+0.8%	+$5.09K	﹤0.01%	1233
2024 Q2	$639K	Buy	26,076 +163	+0.6%	+$3.95K	﹤0.01%	1216
2024 Q1	$617K	Sell	25,913 -1,262	-5%	-$29.5K	0.01%	946
2023 Q4	$642K	Sell	27,175 -16,765	-38%	-$382K	0.01%	883
2023 Q3	$989K	Buy	43,940 +1,851	+4%	+$42.6K	0.01%	695
2023 Q2	$970K	Buy	42,089 +11,572	+38%	+$268K	0.01%	689
2023 Q1	$713K	Buy	30,517 +1,113	+4%	+$26.2K	0.01%	780
2022 Q4	$671K	Buy	29,404 +9,676	+49%	+$215K	0.01%	752
2022 Q3	$423K	Buy	+19,728	New	+$452K	0.01%	851

Other funds holding EJUL

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Avantax Advisory Services's EJUL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Innovator Emerging Markets Power Buffer ETF July (EJUL) stake by 7.9% in Q2 2025, selling an estimated $52.7K and leaving 23,823 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Avantax Advisory Services first reported a position in EJUL in Q3 2022 and has held it in 12 quarters since. The position peaked at $989K in Q3 2023. 56 funds tracked by Wall St. Rank hold EJUL as of Q2 2025.

Avantax Advisory Services held 23,823 shares of Innovator Emerging Markets Power Buffer ETF July worth $659K as of Q2 2025.
Avantax Advisory Services sold 2,037 Innovator Emerging Markets Power Buffer ETF July shares in Q2 2025, an estimated $52.7K.
Innovator Emerging Markets Power Buffer ETF July made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1419 holding.
Avantax Advisory Services first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q3 2022 and has held it in 12 quarters since.
Avantax Advisory Services's Innovator Emerging Markets Power Buffer ETF July position peaked at $989K in Q3 2023.
56 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.