CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

CAPTRUST Financial Advisors’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
2024
Q1 		– Sell
-16,122
Closed -$381K – 2303
2023
Q4 		$381K Hold
16,122
– – ﹤0.01% 1943
2023
Q3 		$363K Hold
16,122
– – ﹤0.01% 1872
2023
Q2 		$372K Sell
16,122
-5,200
-24% -$120K ﹤0.01% 1818
2023
Q1 		$498K Buy
+21,322
New +$501K ﹤0.01% 1413

Other funds holding EJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors's EJUL Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q1 2024, closing a stake of 16,122 shares — an estimated $381K sold.

CAPTRUST Financial Advisors first reported a position in EJUL in Q1 2023 and held it in 4 quarters. The position peaked at $498K in Q1 2023. 56 funds tracked by Wall St. Rank hold EJUL as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 16,122 Innovator Emerging Markets Power Buffer ETF July shares in Q1 2024, an estimated $381K.
  • CAPTRUST Financial Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q1 2023 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Innovator Emerging Markets Power Buffer ETF July position peaked at $498K in Q1 2023.
  • 56 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.