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

Next 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
2021 Q4	$32K	Hold	1,256	–	–	﹤0.01%	1684
2021 Q3	$32K	Buy	1,256 +813	+184%	+$21.2K	﹤0.01%	1606
2021 Q2	$12K	Hold	443	–	–	﹤0.01%	1917
2021 Q1	$12K	Sell	443 -2	-0.4%	-$53	﹤0.01%	1824
2020 Q4	$12K	Hold	445	–	–	﹤0.01%	1708
2020 Q3	$11K	Buy	+445	New	+$11.2K	﹤0.01%	1595
2020 Q2	–	Sell	-445	Closed	-$10K	–	933
2020 Q1	$10K	Sell	445 -395	-47%	-$9.8K	﹤0.01%	1522
2019 Q4	$22K	Sell	840 -2	-0.2%	-$51	﹤0.01%	1494
2019 Q3	$21K	Buy	+842	New	+$20.9K	﹤0.01%	1424

Other funds holding EJUL

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return

BFA

Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

DHGWA

Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Next Financial Group's EJUL Position: Q4 2021 in Review

Next Financial Group held its Innovator Emerging Markets Power Buffer ETF July (EJUL) position steady in Q4 2021 at 1,256 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Next Financial Group first reported a position in EJUL in Q3 2019 and has held it in 9 quarters since. 29 funds tracked by Wall St. Rank hold EJUL as of Q4 2021.

Next Financial Group held 1,256 shares of Innovator Emerging Markets Power Buffer ETF July worth $32K as of Q4 2021.
Next Financial Group left its Innovator Emerging Markets Power Buffer ETF July share count unchanged in Q4 2021.
Innovator Emerging Markets Power Buffer ETF July made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1684 holding.
Next Financial Group first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q3 2019 and has held it in 9 quarters since.
29 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.