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Dixon Hughes Goodman Wealth Advisors’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$573K Sell
22,833
-257
-1% -$6.5K 0.16% 91
2021
Q4 		$592K Buy
+23,090
New +$595K 0.19% 73

Other funds holding EJUL

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's EJUL Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Innovator Emerging Markets Power Buffer ETF July (EJUL) stake by 1.1% in Q1 2022, selling an estimated $6.5K and leaving 22,833 shares worth $573K. The position accounts for 0.16% of the portfolio, ranked #91.

Dixon Hughes Goodman Wealth Advisors first reported a position in EJUL in Q4 2021 and has held it in 2 quarters since. The position peaked at $592K in Q4 2021. 25 funds tracked by Wall St. Rank hold EJUL as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 22,833 shares of Innovator Emerging Markets Power Buffer ETF July worth $573K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 257 Innovator Emerging Markets Power Buffer ETF July shares in Q1 2022, an estimated $6.5K.
  • Innovator Emerging Markets Power Buffer ETF July made up 0.16% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #91 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Innovator Emerging Markets Power Buffer ETF July position peaked at $592K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.