EWM
EJUL icon

Elmwood Wealth Management’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Elmwood Wealth 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
2025
Q4 		– Sell
-36,638
Closed -$1.06M – 172
2025
Q3 		$1.06M Buy
+36,638
New +$1.03M 0.38% 75

Other funds holding EJUL

BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Elmwood Wealth Management's EJUL Position: Q4 2025 in Review

Elmwood Wealth Management sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q4 2025, closing a stake of 36,638 shares — an estimated $1.06M sold.

Elmwood Wealth Management first reported a position in EJUL in Q3 2025 and held it in 1 quarter. The position peaked at $1.06M in Q3 2025. 69 funds tracked by Wall St. Rank hold EJUL as of Q4 2025.

  • Elmwood Wealth Management reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Elmwood Wealth Management sold 36,638 Innovator Emerging Markets Power Buffer ETF July shares in Q4 2025, an estimated $1.06M.
  • Elmwood Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q3 2025 and held it in 1 quarter.
  • Elmwood Wealth Management's Innovator Emerging Markets Power Buffer ETF July position peaked at $1.06M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q4 2025.

Based on Elmwood Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.