Pillar Wealth Advisors’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Pillar Wealth Advisors’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	-27,165	Closed	-$666K	–	20
2024 Q2	$666K	Sell	27,165 -4,760	-15%	-$115K	0.8%	32
2024 Q1	$760K	Sell	31,925 -15,432	-33%	-$361K	0.57%	36
2023 Q4	$1.12M	Sell	47,357 -1,799	-4%	-$41K	0.86%	28
2023 Q3	$1.11M	Hold	49,156	–	–	0.96%	27
2023 Q2	$1.13M	Buy	49,156 +10,697	+28%	+$248K	0.95%	27
2023 Q1	$898K	Hold	38,459	–	–	0.89%	25
2022 Q4	$878K	Sell	38,459 -117	-0.3%	-$2.6K	0.85%	27
2022 Q3	$826K	Buy	38,576 +2,359	+7%	+$54K	0.82%	28
2022 Q2	$841K	Buy	36,217 +20,060	+124%	+$480K	0.86%	28
2022 Q1	$405K	Hold	16,157	–	–	0.39%	35
2021 Q4	$414K	Buy	+16,157	New	+$416K	0.39%	36

Other funds holding EJUL

PCS

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

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

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

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

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

Pillar Wealth Advisors's EJUL Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q3 2024, closing a stake of 27,165 shares — an estimated $666K sold.

Pillar Wealth Advisors first reported a position in EJUL in Q4 2021 and held it in 11 quarters. The position peaked at $1.13M in Q2 2023. 61 funds tracked by Wall St. Rank hold EJUL as of Q3 2024.

Pillar Wealth Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 27,165 Innovator Emerging Markets Power Buffer ETF July shares in Q3 2024, an estimated $666K.
Pillar Wealth Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q4 2021 and held it in 11 quarters.
Pillar Wealth Advisors's Innovator Emerging Markets Power Buffer ETF July position peaked at $1.13M in Q2 2023.
61 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.