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 $1.96B AUM 20.58% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Forvis Mazars Wealth Advisors's EJUL Position: Q4 2024 in Review

Forvis Mazars Wealth Advisors sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q4 2024, closing a stake of 13,200 shares — an estimated $337K sold.

Forvis Mazars Wealth Advisors first reported a position in EJUL in Q2 2022 and held it in 10 quarters. The position peaked at $1.13M in Q2 2023. 62 funds tracked by Wall St. Rank hold EJUL as of Q4 2024.

Forvis Mazars Wealth Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 13,200 Innovator Emerging Markets Power Buffer ETF July shares in Q4 2024, an estimated $337K.
Forvis Mazars Wealth Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q2 2022 and held it in 10 quarters.
Forvis Mazars Wealth Advisors's Innovator Emerging Markets Power Buffer ETF July position peaked at $1.13M in Q2 2023.
62 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q4 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.