Valtinson Bruner Financial Planning’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

Valtinson Bruner Financial Planning’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 Q1	–	Sell	-41,845	Closed	-$1.11M	–	88
2020 Q4	$1.11M	Hold	41,845	–	–	0.69%	37
2020 Q3	$1.07M	Hold	41,845	–	–	0.75%	34
2020 Q2	$1.05M	Buy	41,845 +3,479	+9%	+$84.2K	0.75%	34
2020 Q1	$908K	Sell	38,366 -62	-0.2%	-$1.54K	0.73%	29
2019 Q4	$995K	Hold	38,428	–	–	0.71%	28
2019 Q3	$966K	Buy	+38,428	New	+$956K	0.79%	25

Other funds holding EJUL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $1.54B AUM 23.87% 1-Year Est. Return

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return