GI
EJUL icon

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

Gradient 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
2024
Q3 		– Sell
-8,840
Closed -$217K – 595
2024
Q2 		$217K Sell
8,840
-1,990
-18% -$48.2K ﹤0.01% 314
2024
Q1 		$258K Sell
10,830
-638,856
-98% -$15M 0.01% 272
2023
Q4 		$15.4M Buy
649,686
+57,206
+10% +$1.3M 0.37% 102
2023
Q3 		$13.3M Buy
+592,480
New +$13.6M 0.35% 101
2023
Q2 		– Sell
-1,108
Closed -$25.9K – 1795
2023
Q1 		$25.9K Sell
1,108
-370,470
-100% -$8.71M ﹤0.01% 628
2022
Q4 		$8.48M Buy
371,578
+133,144
+56% +$2.96M 0.27% 114
2022
Q3 		$5.11M Buy
+238,434
New +$5.46M 0.16% 140

Other funds holding EJUL

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return