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Stephens Inc’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Stephens Inc’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
2021
Q4 		– Sell
-63,000
Closed -$1.62M – 1365
2021
Q3 		$1.62M Buy
+63,000
New +$1.64M 0.03% 510
2019
Q4 		– Sell
-16,290
Closed -$404K – 1164
2019
Q3 		$404K Buy
+16,290
New +$405K 0.01% 813

Other funds holding EJUL

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Stephens Inc's EJUL Position: Q4 2021 in Review

Stephens Inc sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q4 2021, closing a stake of 63,000 shares — an estimated $1.62M sold.

Stephens Inc first reported a position in EJUL in Q3 2019 and held it in 2 quarters. The position peaked at $1.62M in Q3 2021. 29 funds tracked by Wall St. Rank hold EJUL as of Q4 2021.

  • Stephens Inc reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q4 2021 after selling out during the quarter.
  • Stephens Inc sold 63,000 Innovator Emerging Markets Power Buffer ETF July shares in Q4 2021, an estimated $1.62M.
  • Stephens Inc first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q3 2019 and held it in 2 quarters.
  • Stephens Inc's Innovator Emerging Markets Power Buffer ETF July position peaked at $1.62M in Q3 2021.
  • 29 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q4 2021.

Based on Stephens Inc's 13F filing for Q4 2021, filed 7 Mar 2022.