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

Krilogy Financial’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
2023
Q2 		– Sell
-29,260
Closed -$683K – 260
2023
Q1 		$683K Hold
29,260
– – 0.06% 223
2022
Q4 		$668K Buy
29,260
+17,035
+139% +$379K 0.06% 212
2022
Q3 		$262K Buy
+12,225
New +$280K 0.03% 268

Other funds holding EJUL

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Krilogy Financial's EJUL Position: Q2 2023 in Review

Krilogy Financial sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q2 2023, closing a stake of 29,260 shares — an estimated $683K sold.

Krilogy Financial first reported a position in EJUL in Q3 2022 and held it in 3 quarters. The position peaked at $683K in Q1 2023. 45 funds tracked by Wall St. Rank hold EJUL as of Q2 2023.

  • Krilogy Financial reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q2 2023 after selling out during the quarter.
  • Krilogy Financial sold 29,260 Innovator Emerging Markets Power Buffer ETF July shares in Q2 2023, an estimated $683K.
  • Krilogy Financial first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q3 2022 and held it in 3 quarters.
  • Krilogy Financial's Innovator Emerging Markets Power Buffer ETF July position peaked at $683K in Q1 2023.
  • 45 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q2 2023.

Based on Krilogy Financial's 13F filing for Q2 2023, filed 19 Jul 2023.