Jones Financial Companies
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Jones Financial Companies’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Jones Financial Companies’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
-30
Closed -$735 – 3044
2024
Q2 		$735 Buy
+30
New +$726 ﹤0.01% 2309

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FS
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BFG
Berger Financial Group Plymouth, Minnesota $1.79B 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 $217M AUM 26.96% 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 $79.5B AUM 27.1% 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 $1.11B AUM 24.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jones Financial Companies's EJUL Position: Q3 2024 in Review

Jones Financial Companies sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q3 2024, closing a stake of 30 shares — an estimated $735 sold.

Jones Financial Companies first reported a position in EJUL in Q2 2024 and held it in 1 quarter. The position peaked at $735 in Q2 2024. 61 funds tracked by Wall St. Rank hold EJUL as of Q3 2024.

  • Jones Financial Companies reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Jones Financial Companies sold 30 Innovator Emerging Markets Power Buffer ETF July shares in Q3 2024, an estimated $735.
  • Jones Financial Companies first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q2 2024 and held it in 1 quarter.
  • Jones Financial Companies's Innovator Emerging Markets Power Buffer ETF July position peaked at $735 in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q3 2024.

Based on Jones Financial Companies's 13F filing for Q3 2024, filed 12 Nov 2024.