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

PlanVest Financial’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
2026 Q2	$36K	Hold	1,151	–	–	0.02%	266
2026 Q1	$34.4K	Buy	+1,151	New	+$34.7K	0.03%	256

Other funds holding EJUL

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

LAA

Liberty Atlantic Advisors Allen, Texas $139M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PlanVest Financial's EJUL Position: Q2 2026 in Review

PlanVest Financial held its Innovator Emerging Markets Power Buffer ETF July (EJUL) position steady in Q2 2026 at 1,151 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #266.

PlanVest Financial first reported a position in EJUL in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold EJUL as of Q2 2026.

PlanVest Financial held 1,151 shares of Innovator Emerging Markets Power Buffer ETF July worth $36K as of Q2 2026.
PlanVest Financial left its Innovator Emerging Markets Power Buffer ETF July share count unchanged in Q2 2026.
Innovator Emerging Markets Power Buffer ETF July made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #266 holding.
PlanVest Financial first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q1 2026 and has held it in 2 quarters since.
71 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.