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

WealthPlan 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	$322K	Buy	10,299 +310	+3%	+$9.57K	0.02%	388
2026 Q1	$299K	Sell	9,989 -92	-0.9%	-$2.77K	0.02%	391
2025 Q4	$299K	Buy	+10,081	New	+$295K	0.02%	316

Other funds holding EJUL

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthPlan Investment Management's EJUL Position: Q2 2026 in Review

WealthPlan Investment Management increased its Innovator Emerging Markets Power Buffer ETF July (EJUL) stake by 3.1% in Q2 2026, buying an estimated $9.57K and bringing the position to 10,299 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #388.

WealthPlan Investment Management first reported a position in EJUL in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold EJUL as of Q2 2026.

WealthPlan Investment Management held 10,299 shares of Innovator Emerging Markets Power Buffer ETF July worth $322K as of Q2 2026.
WealthPlan Investment Management bought 310 Innovator Emerging Markets Power Buffer ETF July shares in Q2 2026, an estimated $9.57K.
Innovator Emerging Markets Power Buffer ETF July made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #388 holding.
WealthPlan Investment Management first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
74 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.