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Bourgeon Capital Management’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Bourgeon Capital 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
2023
Q3 		– Sell
-1,077
Closed -$24.8K – 405
2023
Q2 		$24.8K Buy
+1,077
New +$24.9K 0.01% 192

Other funds holding EJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

Bourgeon Capital Management's EJUL Position: Q3 2023 in Review

Bourgeon Capital Management sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q3 2023, closing a stake of 1,077 shares — an estimated $24.8K sold.

Bourgeon Capital Management first reported a position in EJUL in Q2 2023 and held it in 1 quarter. The position peaked at $24.8K in Q2 2023. 53 funds tracked by Wall St. Rank hold EJUL as of Q3 2023.

  • Bourgeon Capital Management reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q3 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 1,077 Innovator Emerging Markets Power Buffer ETF July shares in Q3 2023, an estimated $24.8K.
  • Bourgeon Capital Management first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q2 2023 and held it in 1 quarter.
  • Bourgeon Capital Management's Innovator Emerging Markets Power Buffer ETF July position peaked at $24.8K in Q2 2023.
  • 53 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q3 2023.

Based on Bourgeon Capital Management's 13F filing for Q3 2023, filed 1 Nov 2023.