InterOcean Capital Group’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

InterOcean Capital Group’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
2022 Q2	–	Sell	-9,902	Closed	-$248K	–	426
2022 Q1	$248K	Hold	9,902	–	–	0.01%	238
2021 Q4	$254K	Hold	9,902	–	–	0.01%	228
2021 Q3	$254K	Hold	9,902	–	–	0.01%	211
2021 Q2	$266K	Hold	9,902	–	–	0.01%	220
2021 Q1	$264K	Hold	9,902	–	–	0.01%	200
2020 Q4	$260K	Buy	+9,902	New	+$257K	0.02%	190

Other funds holding EJUL

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

BFA

Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

PWA

Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

SWA

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

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

KAS

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

InterOcean Capital Group's EJUL Position: Q2 2022 in Review

InterOcean Capital Group sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q2 2022, closing a stake of 9,902 shares — an estimated $248K sold.

InterOcean Capital Group first reported a position in EJUL in Q4 2020 and held it in 6 quarters. The position peaked at $266K in Q2 2021. 21 funds tracked by Wall St. Rank hold EJUL as of Q2 2022.

InterOcean Capital Group reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q2 2022 after selling out during the quarter.
InterOcean Capital Group sold 9,902 Innovator Emerging Markets Power Buffer ETF July shares in Q2 2022, an estimated $248K.
InterOcean Capital Group first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q4 2020 and held it in 6 quarters.
InterOcean Capital Group's Innovator Emerging Markets Power Buffer ETF July position peaked at $266K in Q2 2021.
21 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q2 2022.

Based on InterOcean Capital Group's 13F filing for Q2 2022, filed 15 Aug 2022.