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Bedel Financial Consulting’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-1,781
Closed -$45K – 384
2022
Q1 		$45K Hold
1,781
– – 0.01% 405
2021
Q4 		$46K Hold
1,781
– – 0.01% 408
2021
Q3 		$46K Buy
+1,781
New +$46.4K 0.02% 387

Other funds holding EJUL

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bedel Financial Consulting's EJUL Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q2 2022, closing a stake of 1,781 shares — an estimated $45K sold.

Bedel Financial Consulting first reported a position in EJUL in Q3 2021 and held it in 3 quarters. The position peaked at $46K in Q4 2021. 21 funds tracked by Wall St. Rank hold EJUL as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,781 Innovator Emerging Markets Power Buffer ETF July shares in Q2 2022, an estimated $45K.
  • Bedel Financial Consulting first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q3 2021 and held it in 3 quarters.
  • Bedel Financial Consulting's Innovator Emerging Markets Power Buffer ETF July position peaked at $46K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.