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Raymond James Financial Services Advisors’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Raymond James Financial Services 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 		$432K Buy
16,902
+1,489
+10% +$36.8K ﹤0.01% 2720
2024
Q2 		$378K Sell
15,413
-1,167
-7% -$28.2K ﹤0.01% 2728
2024
Q1 		$395K Sell
16,580
-3,011
-15% -$70.5K ﹤0.01% 2682
2023
Q4 		$463K Buy
19,591
+3,516
+22% +$80.1K ﹤0.01% 2480
2023
Q3 		$362K Buy
16,075
+6,013
+60% +$138K ﹤0.01% 2525
2023
Q2 		$232K Buy
10,062
+815
+9% +$18.9K ﹤0.01% 2826
2023
Q1 		$216K Buy
+9,247
New +$217K ﹤0.01% 2853

Other funds holding EJUL

PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $1.11B AUM 24.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial Services Advisors's EJUL Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Innovator Emerging Markets Power Buffer ETF July (EJUL) stake by 9.7% in Q3 2024, buying an estimated $36.8K and bringing the position to 16,902 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Raymond James Financial Services Advisors first reported a position in EJUL in Q1 2023 and has held it in 7 quarters since. The position peaked at $463K in Q4 2023. 61 funds tracked by Wall St. Rank hold EJUL as of Q3 2024.

  • Raymond James Financial Services Advisors held 16,902 shares of Innovator Emerging Markets Power Buffer ETF July worth $432K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 1,489 Innovator Emerging Markets Power Buffer ETF July shares in Q3 2024, an estimated $36.8K.
  • Innovator Emerging Markets Power Buffer ETF July made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2720 holding.
  • Raymond James Financial Services Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q1 2023 and has held it in 7 quarters since.
  • Raymond James Financial Services Advisors's Innovator Emerging Markets Power Buffer ETF July position peaked at $463K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.