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	–	593
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 $692M AUM 32% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KAS

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

Gradient Investments's EJUL Position: Q3 2024 in Review

Gradient Investments sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q3 2024, closing a stake of 8,840 shares — an estimated $217K sold.

Gradient Investments first reported a position in EJUL in Q3 2022 and held it in 7 quarters. The position peaked at $15.4M in Q4 2023. 61 funds tracked by Wall St. Rank hold EJUL as of Q3 2024.

Gradient Investments reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 8,840 Innovator Emerging Markets Power Buffer ETF July shares in Q3 2024, an estimated $217K.
Gradient Investments first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q3 2022 and held it in 7 quarters.
Gradient Investments's Innovator Emerging Markets Power Buffer ETF July position peaked at $15.4M in Q4 2023.
61 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.