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EJUL icon

Forvis Mazars Wealth Advisors’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Forvis Mazars 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
2024
Q4 		– Sell
-13,200
Closed -$337K – 423
2024
Q3 		$337K Sell
13,200
-13,083
-50% -$324K 0.01% 369
2024
Q2 		$644K Sell
26,283
-8,234
-24% -$199K 0.02% 255
2024
Q1 		$822K Sell
34,517
-6,867
-17% -$161K 0.02% 232
2023
Q4 		$978K Sell
41,384
-7,001
-14% -$159K 0.03% 208
2023
Q3 		$1.09M Sell
48,385
-851
-2% -$19.6K 0.03% 197
2023
Q2 		$1.13M Buy
49,236
+707
+1% +$16.4K 0.03% 205
2023
Q1 		$1.13M Sell
48,529
-1,066
-2% -$25.1K 0.04% 189
2022
Q4 		$1.13M Sell
49,595
-641
-1% -$14.2K 0.04% 187
2022
Q3 		$1.08M Buy
50,236
+4,861
+11% +$111K 0.04% 187
2022
Q2 		$1.05M Buy
+45,375
New +$1.09M 0.04% 182

Other funds holding EJUL

BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return