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FormulaFolio Investments’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

FormulaFolio Investments’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
2020
Q2 		– Sell
-42,251
Closed -$961K – 295
2020
Q1 		$961K Sell
42,251
-1,526
-3% -$37.9K 0.05% 122
2019
Q4 		$1.14M Buy
43,777
+24,377
+126% +$619K 0.04% 159
2019
Q3 		$481K Buy
+19,400
New +$483K 0.02% 230

Other funds holding EJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FormulaFolio Investments's EJUL Position: Q2 2020 in Review

FormulaFolio Investments sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q2 2020, closing a stake of 42,251 shares — an estimated $961K sold.

FormulaFolio Investments first reported a position in EJUL in Q3 2019 and held it in 3 quarters. The position peaked at $1.14M in Q4 2019. 11 funds tracked by Wall St. Rank hold EJUL as of Q2 2020.

  • FormulaFolio Investments reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q2 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 42,251 Innovator Emerging Markets Power Buffer ETF July shares in Q2 2020, an estimated $961K.
  • FormulaFolio Investments first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q3 2019 and held it in 3 quarters.
  • FormulaFolio Investments's Innovator Emerging Markets Power Buffer ETF July position peaked at $1.14M in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q2 2020.

Based on FormulaFolio Investments's 13F filing for Q2 2020, filed 18 Aug 2020.