Cape Investment Advisory’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Cape Investment Advisory’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	$904K	Buy	28,927 +300	+1%	+$9.26K	0.24%	75
2026 Q1	$856K	Sell	28,627 -16	-0.1%	-$482	0.28%	73
2025 Q4	$849K	Buy	+28,643	New	+$837K	0.26%	76
2025 Q3	–	Sell	-17,232	Closed	-$477K	–	942
2025 Q2	$477K	Hold	17,232	–	–	0.17%	99
2025 Q1	$435K	Sell	17,232 -100	-0.6%	-$2.52K	0.17%	102
2024 Q4	$427K	Buy	17,332 +3,848	+29%	+$96.9K	0.17%	103
2024 Q3	$344K	Buy	13,484 +600	+5%	+$14.8K	0.14%	116
2024 Q2	$316K	Buy	12,884 +2,236	+21%	+$54.1K	0.14%	109
2024 Q1	$253K	Sell	10,648 -100	-0.9%	-$2.34K	0.12%	126
2023 Q4	$254K	Buy	10,748 +3,407	+46%	+$77.6K	0.12%	119
2023 Q3	$165K	Buy	7,341 +200	+3%	+$4.6K	0.09%	149
2023 Q2	$165K	Sell	7,141 -200	-3%	-$4.63K	0.09%	148
2023 Q1	$171K	Buy	+7,341	New	+$173K	0.1%	139

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

Cape Investment Advisory's EJUL Position: Q2 2026 in Review

Cape Investment Advisory increased its Innovator Emerging Markets Power Buffer ETF July (EJUL) stake by 1% in Q2 2026, buying an estimated $9.26K and bringing the position to 28,927 shares worth $904K. The position accounts for 0.24% of the portfolio, ranked #75.

Cape Investment Advisory first reported a position in EJUL in Q1 2023 and has held it in 13 quarters since. 74 funds tracked by Wall St. Rank hold EJUL as of Q2 2026.

Cape Investment Advisory held 28,927 shares of Innovator Emerging Markets Power Buffer ETF July worth $904K as of Q2 2026.
Cape Investment Advisory bought 300 Innovator Emerging Markets Power Buffer ETF July shares in Q2 2026, an estimated $9.26K.
Innovator Emerging Markets Power Buffer ETF July made up 0.24% of Cape Investment Advisory's portfolio in Q2 2026, its #75 holding.
Cape Investment Advisory first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q1 2023 and has held it in 13 quarters since.
74 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.