Onyx Bridge Wealth Group’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Onyx Bridge Wealth 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
2025 Q2	–	Sell	-8,601	Closed	-$217K	–	318
2025 Q1	$217K	Sell	8,601 -74,255	-90%	-$1.87M	0.03%	255
2024 Q4	$2.04M	Buy	82,856 +49	+0.1%	+$1.23K	0.29%	67
2024 Q3	$2.11M	Buy	82,807 +423	+0.5%	+$10.5K	0.32%	59
2024 Q2	$2.02M	Sell	82,384 -2,229	-3%	-$54K	0.33%	59
2024 Q1	$2.02M	Buy	84,613 +14,219	+20%	+$333K	0.36%	55
2023 Q4	$1.66M	Buy	70,394 +1,532	+2%	+$34.9K	0.34%	50
2023 Q3	$1.55M	Sell	68,862 -5,554	-7%	-$128K	0.36%	53
2023 Q2	$1.72M	Buy	74,416 +5,116	+7%	+$118K	0.41%	48
2023 Q1	$1.62M	Buy	+69,300	New	+$1.63M	0.65%	32

Other funds holding EJUL

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return

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

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

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