Personal CFO Solutions
EJUL icon

Personal CFO Solutions’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-191,690
Closed -$4.89M – 503
2024
Q3 		$4.89M Buy
+191,690
New +$4.74M 0.68% 27
2024
Q1 		– Sell
-176,718
Closed -$4.18M – 552
2023
Q4 		$4.18M Buy
176,718
+6,025
+4% +$137K 0.72% 27
2023
Q3 		$3.84M Buy
+170,693
New +$3.93M 0.76% 25
2023
Q1 		– Sell
-12,287
Closed -$281K – 484
2022
Q4 		$281K Buy
+12,287
New +$273K 0.06% 319
2022
Q2 		– Sell
-143,795
Closed -$3.61M – 453
2022
Q1 		$3.61M Buy
143,795
+3,131
+2% +$79.2K 0.71% 29
2021
Q4 		$3.6M Buy
140,664
+10,464
+8% +$270K 0.67% 28
2021
Q3 		$3.34M Buy
130,200
+3,148
+2% +$82K 0.68% 27
2021
Q2 		$3.41M Buy
+127,052
New +$3.39M 0.7% 29

Other funds holding EJUL

Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
HFG Wealth Management
HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return
Corrado Advisors
Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return
Stratos Wealth Advisors
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Personal CFO Solutions's EJUL Position: Q4 2024 in Review

Personal CFO Solutions sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q4 2024, closing a stake of 191,690 shares — an estimated $4.89M sold.

Personal CFO Solutions first reported a position in EJUL in Q2 2021 and held it in 8 quarters. The position peaked at $4.89M in Q3 2024. 63 funds tracked by Wall St. Rank hold EJUL as of Q4 2024.

  • Personal CFO Solutions reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 191,690 Innovator Emerging Markets Power Buffer ETF July shares in Q4 2024, an estimated $4.89M.
  • Personal CFO Solutions first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q2 2021 and held it in 8 quarters.
  • Personal CFO Solutions's Innovator Emerging Markets Power Buffer ETF July position peaked at $4.89M in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.