WealthPLAN Partners’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-7,802	Closed	-$180K	–	529
2023 Q2	$180K	Hold	7,802	–	–	0.03%	308
2023 Q1	$182K	Buy	+7,802	New	+$183K	0.02%	325
2022 Q1	–	Sell	-7,802	Closed	-$201K	–	388
2021 Q4	$201K	Sell	7,802 -23,743	-75%	-$612K	0.01%	368
2021 Q3	$808K	Sell	31,545 -7,407	-19%	-$193K	0.05%	193
2021 Q2	$1.02M	Buy	+38,952	New	+$1.04M	0.07%	150

Other funds holding EJUL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

BFA

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

WealthPLAN Partners's EJUL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q3 2023, closing a stake of 7,802 shares — an estimated $180K sold.

WealthPLAN Partners first reported a position in EJUL in Q2 2021 and held it in 5 quarters. The position peaked at $1.02M in Q2 2021. 53 funds tracked by Wall St. Rank hold EJUL as of Q3 2023.

WealthPLAN Partners reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 7,802 Innovator Emerging Markets Power Buffer ETF July shares in Q3 2023, an estimated $180K.
WealthPLAN Partners first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q2 2021 and held it in 5 quarters.
WealthPLAN Partners's Innovator Emerging Markets Power Buffer ETF July position peaked at $1.02M in Q2 2021.
53 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.