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Smallwood Wealth Investment Management’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Smallwood Wealth Investment Management’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 		$188K Buy
+6,029
New +$186K 0.08% 98

Other funds holding EJUL

CA
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $135M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Smallwood Wealth Investment Management's EJUL Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q2 2026: 6,029 shares worth $188K. The stake represents 0.08% of the portfolio and ranks #98 among its holdings.

47 funds tracked by Wall St. Rank hold EJUL as of Q2 2026.

  • Smallwood Wealth Investment Management held 6,029 shares of Innovator Emerging Markets Power Buffer ETF July worth $188K as of Q2 2026.
  • Innovator Emerging Markets Power Buffer ETF July was a new Smallwood Wealth Investment Management position in Q2 2026.
  • Innovator Emerging Markets Power Buffer ETF July made up 0.08% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #98 holding.
  • 47 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.