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

Nations Financial 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
2024
Q3 		– Sell
-15,210
Closed -$373K – 680
2024
Q2 		$373K Sell
15,210
-5
-0% -$121 0.03% 486
2024
Q1 		$362K Sell
15,215
-4,300
-22% -$101K 0.03% 494
2023
Q4 		$461K Hold
19,515
– – 0.04% 405
2023
Q3 		$439K Hold
19,515
– – 0.04% 394
2023
Q2 		$450K Hold
19,515
– – 0.04% 404
2023
Q1 		$456K Hold
19,515
– – 0.05% 388
2022
Q4 		$446K Hold
19,515
– – 0.05% 384
2022
Q3 		$418K Buy
19,515
+4,475
+30% +$102K 0.06% 330
2022
Q2 		$349K Buy
+15,040
New +$360K 0.05% 377

Other funds holding EJUL

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
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 $192M AUM 20.53% 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 $71.6B AUM 21.08% 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 $930M AUM 16.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Nations Financial Group's EJUL Position: Q3 2024 in Review

Nations Financial Group sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q3 2024, closing a stake of 15,210 shares — an estimated $373K sold.

Nations Financial Group first reported a position in EJUL in Q2 2022 and held it in 9 quarters. The position peaked at $461K in Q4 2023. 61 funds tracked by Wall St. Rank hold EJUL as of Q3 2024.

  • Nations Financial Group reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Nations Financial Group sold 15,210 Innovator Emerging Markets Power Buffer ETF July shares in Q3 2024, an estimated $373K.
  • Nations Financial Group first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q2 2022 and held it in 9 quarters.
  • Nations Financial Group's Innovator Emerging Markets Power Buffer ETF July position peaked at $461K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q3 2024.

Based on Nations Financial Group's 13F filing for Q3 2024, filed 4 Nov 2024.