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Secured Retirement Advisors’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Secured Retirement 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
Q4 		– Sell
-27,312
Closed -$697K – 144
2024
Q3 		$697K Buy
27,312
+5,472
+25% +$135K 0.5% 65
2024
Q2 		$535K Sell
21,840
-2,013
-8% -$48.7K 0.42% 71
2024
Q1 		$568K Buy
23,853
+5,631
+31% +$132K 0.48% 67
2023
Q4 		$431K Buy
+18,222
New +$415K 0.41% 70

Other funds holding EJUL

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
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Secured Retirement Advisors's EJUL Position: Q4 2024 in Review

Secured Retirement Advisors sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q4 2024, closing a stake of 27,312 shares — an estimated $697K sold.

Secured Retirement Advisors first reported a position in EJUL in Q4 2023 and held it in 4 quarters. The position peaked at $697K in Q3 2024. 62 funds tracked by Wall St. Rank hold EJUL as of Q4 2024.

  • Secured Retirement Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 27,312 Innovator Emerging Markets Power Buffer ETF July shares in Q4 2024, an estimated $697K.
  • Secured Retirement Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q4 2023 and held it in 4 quarters.
  • Secured Retirement Advisors's Innovator Emerging Markets Power Buffer ETF July position peaked at $697K in Q3 2024.
  • 62 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q4 2024.

Based on Secured Retirement Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.