Capital Analysts LLC’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Capital Analysts LLC’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	$447K	Sell	14,294 -2,595	-15%	-$80.1K	0.01%	511
2026 Q1	$505K	Hold	16,889	–	–	0.01%	452
2025 Q4	$501K	Sell	16,889 -789	-4%	-$23.1K	0.01%	427
2025 Q3	$512K	Hold	17,678	–	–	0.01%	416
2025 Q2	$489K	Sell	17,678 -285	-2%	-$7.38K	0.02%	391
2025 Q1	$454K	Buy	17,963 +7,417	+70%	+$187K	0.02%	387
2024 Q4	$260K	Hold	10,546	–	–	0.01%	444
2024 Q3	$269K	Sell	10,546 -1,079	-9%	-$26.7K	0.01%	422
2024 Q2	$285K	Sell	11,625 -658	-5%	-$15.9K	0.01%	404
2024 Q1	$292K	Hold	12,283	–	–	0.01%	382
2023 Q4	$290K	Hold	12,283	–	–	0.01%	372
2023 Q3	$276K	Buy	12,283 +2,923	+31%	+$67.3K	0.02%	359
2023 Q2	$216K	Buy	9,360 +2,172	+30%	+$50.3K	0.01%	370
2023 Q1	$168K	Hold	7,188	–	–	0.01%	397
2022 Q4	$164K	Buy	+7,188	New	+$160K	0.01%	421
2022 Q1	–	Sell	-1,117	Closed	-$29K	–	961
2021 Q4	$29K	Hold	1,117	–	–	﹤0.01%	654
2021 Q3	$29K	Hold	1,117	–	–	﹤0.01%	646
2021 Q2	$30K	Buy	+1,117	New	+$29.8K	﹤0.01%	615

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

Capital Analysts LLC's EJUL Position: Q2 2026 in Review

Capital Analysts LLC reduced its Innovator Emerging Markets Power Buffer ETF July (EJUL) stake by 15% in Q2 2026, selling an estimated $80.1K and leaving 14,294 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #511.

Capital Analysts LLC first reported a position in EJUL in Q2 2021 and has held it in 18 quarters since. The position peaked at $512K in Q3 2025. 74 funds tracked by Wall St. Rank hold EJUL as of Q2 2026.

Capital Analysts LLC held 14,294 shares of Innovator Emerging Markets Power Buffer ETF July worth $447K as of Q2 2026.
Capital Analysts LLC sold 2,595 Innovator Emerging Markets Power Buffer ETF July shares in Q2 2026, an estimated $80.1K.
Innovator Emerging Markets Power Buffer ETF July made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #511 holding.
Capital Analysts LLC first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q2 2021 and has held it in 18 quarters since.
Capital Analysts LLC's Innovator Emerging Markets Power Buffer ETF July position peaked at $512K in Q3 2025.
74 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.