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 $85.1B AUM 27.35% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BFA

Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

ICG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NFG

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

Valtinson Bruner Financial Planning's EJUL Position: Q1 2021 in Review

Valtinson Bruner Financial Planning sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q1 2021, closing a stake of 41,845 shares — an estimated $1.11M sold.

Valtinson Bruner Financial Planning first reported a position in EJUL in Q3 2019 and held it in 6 quarters. The position peaked at $1.11M in Q4 2020. 10 funds tracked by Wall St. Rank hold EJUL as of Q1 2021.

Valtinson Bruner Financial Planning reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q1 2021 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 41,845 Innovator Emerging Markets Power Buffer ETF July shares in Q1 2021, an estimated $1.11M.
Valtinson Bruner Financial Planning first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q3 2019 and held it in 6 quarters.
Valtinson Bruner Financial Planning's Innovator Emerging Markets Power Buffer ETF July position peaked at $1.11M in Q4 2020.
10 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q1 2021.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2021, filed 16 Apr 2021.