3EDGE Asset Management, LP EJUL β€” INNOVATOR ETFS TR

Ownership history in 3EDGE Asset Management, LP  Β·  5 quarters on record

AI Ownership Summary

3EDGE Asset Management, LP reported INNOVATOR ETFS TR (EJUL) in 5 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.13% in 2026 Q1. The latest visible filing shows EJUL at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 3EDGE Asset Management, LP's position in INNOVATOR ETFS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EJUL was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EJUL stock page 3EDGE Asset Management, LP fund profile 3EDGE Asset Management, LP full holdings
How 3EDGE Asset Management, LP held EJUL β€” position size vs. price
% of Fund (quarterly)    EJUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 92,677 +79,563 +606.7% 0.13% $2.7M 2026-05-15 $30.94
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EJUL

As of 2026 Q1 β€” sorted by position size

Liberty Atlantic Advisors LLC 2.35% CORRADO ADVISORS, LLC 3Y 7Y 1.83% HFG Wealth Management, LLC 1.39% BFI Wealth Solutions, LLC 1.06% Helium Advisors LLC 0.57% Worth Financial Advisory Group, LLC 3Y 0.53% Opus Financial Solutions LLC 0.35% Diligent Investors, LLC 3Y 7Y 0.35% Cape Investment Advisory, Inc. 0.28% Arlington Capital Management, Inc. 3Y 7Y 0.23%

FAQ About 3EDGE Asset Management, LP and EJUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has 3EDGE Asset Management, LP reported owning EJUL?

3EDGE Asset Management, LP reported EJUL across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported EJUL position in 3EDGE Asset Management, LP's portfolio?

The largest reported portfolio weight for EJUL was 0.13% in 2026 Q1.

What is the latest reported EJUL position on this page?

The most recent filing on this page is 2026 Q1, when 3EDGE Asset Management, LP reported 92,677 shares, equal to 0.13% of portfolio, with an estimated market value of $2.7M.

What does the chart on this EJUL ownership page compare?

The chart compares 3EDGE Asset Management, LP's quarterly EJUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 3EDGE Asset Management, LP time their EJUL position?

Based on 13F filing dates vs. subsequent EJUL price moves, 3EDGE Asset Management, LP correctly timed 2 out of 4 reported position changes (50%).

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