AWM
TSJA

AE Wealth Management’s Innovator Triple Stacker ETF - January TSJA Stock Holding History

AE Wealth Management’s Portfolio TSJA Stock Details TSJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-7,660
Closed -$217K – 1867
2022
Q1 		$217K Sell
7,660
-1,704
-18% -$47.4K ﹤0.01% 1560
2021
Q4 		$279K Sell
9,364
-401
-4% -$11.8K ﹤0.01% 1475
2021
Q3 		$280K Buy
9,765
+124
+1% +$3.56K ﹤0.01% 1389
2021
Q2 		$274K Sell
9,641
-366
-4% -$10.2K ﹤0.01% 1381
2021
Q1 		$270K Buy
+10,007
New +$262K ﹤0.01% 1299

Other funds holding TSJA

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's TSJA Position: Q2 2022 in Review

AE Wealth Management sold out of Innovator Triple Stacker ETF - January (TSJA) in Q2 2022, closing a stake of 7,660 shares — an estimated $217K sold.

AE Wealth Management first reported a position in TSJA in Q1 2021 and held it in 5 quarters. The position peaked at $280K in Q3 2021. 8 funds tracked by Wall St. Rank hold TSJA as of Q2 2022.

  • AE Wealth Management reported no remaining Innovator Triple Stacker ETF - January position as of Q2 2022 after selling out during the quarter.
  • AE Wealth Management sold 7,660 Innovator Triple Stacker ETF - January shares in Q2 2022, an estimated $217K.
  • AE Wealth Management first reported a position in Innovator Triple Stacker ETF - January in Q1 2021 and held it in 5 quarters.
  • AE Wealth Management's Innovator Triple Stacker ETF - January position peaked at $280K in Q3 2021.
  • 8 funds tracked by Wall St. Rank held Innovator Triple Stacker ETF - January as of Q2 2022.

Based on AE Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.