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Balboa Wealth Partners’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Balboa Wealth Partners’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
2023
Q4 		– Sell
-16,828
Closed -$379K – 297
2023
Q3 		$379K Hold
16,828
– – 0.14% 122
2023
Q2 		$388K Buy
+16,828
New +$390K 0.14% 136

Other funds holding EJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

Balboa Wealth Partners's EJUL Position: Q4 2023 in Review

Balboa Wealth Partners sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q4 2023, closing a stake of 16,828 shares — an estimated $379K sold.

Balboa Wealth Partners first reported a position in EJUL in Q2 2023 and held it in 2 quarters. The position peaked at $388K in Q2 2023. 54 funds tracked by Wall St. Rank hold EJUL as of Q4 2023.

  • Balboa Wealth Partners reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 16,828 Innovator Emerging Markets Power Buffer ETF July shares in Q4 2023, an estimated $379K.
  • Balboa Wealth Partners first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q2 2023 and held it in 2 quarters.
  • Balboa Wealth Partners's Innovator Emerging Markets Power Buffer ETF July position peaked at $388K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q4 2023.

Based on Balboa Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.