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U.S. Capital Wealth Advisors’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

U.S. Capital Wealth 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
2023
Q4 		– Sell
-11,254
Closed -$253K – 674
2023
Q3 		$253K Buy
+11,254
New +$259K 0.01% 552

Other funds holding EJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

U.S. Capital Wealth Advisors's EJUL Position: Q4 2023 in Review

U.S. Capital Wealth Advisors sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q4 2023, closing a stake of 11,254 shares — an estimated $253K sold.

U.S. Capital Wealth Advisors first reported a position in EJUL in Q3 2023 and held it in 1 quarter. The position peaked at $253K in Q3 2023. 54 funds tracked by Wall St. Rank hold EJUL as of Q4 2023.

  • U.S. Capital Wealth Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 11,254 Innovator Emerging Markets Power Buffer ETF July shares in Q4 2023, an estimated $253K.
  • U.S. Capital Wealth Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Innovator Emerging Markets Power Buffer ETF July position peaked at $253K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q4 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.