LIWM
EJUL icon

Long Island Wealth Management’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Long Island Wealth Management’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
Q2 		– Sell
-13,849
Closed -$330K – 73
2024
Q1 		$330K Hold
13,849
– – 0.23% 59
2023
Q4 		$327K Buy
+13,849
New +$315K 0.23% 62

Other funds holding EJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Long Island Wealth Management's EJUL Position: Q2 2024 in Review

Long Island Wealth Management sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q2 2024, closing a stake of 13,849 shares — an estimated $330K sold.

Long Island Wealth Management first reported a position in EJUL in Q4 2023 and held it in 2 quarters. The position peaked at $330K in Q1 2024. 56 funds tracked by Wall St. Rank hold EJUL as of Q2 2024.

  • Long Island Wealth Management reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 13,849 Innovator Emerging Markets Power Buffer ETF July shares in Q2 2024, an estimated $330K.
  • Long Island Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q4 2023 and held it in 2 quarters.
  • Long Island Wealth Management's Innovator Emerging Markets Power Buffer ETF July position peaked at $330K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q2 2024.

Based on Long Island Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.