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Alera Investment Advisors’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Alera Investment Advisors’s Portfolio EJAN Stock Details EJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,848
Closed -$256K – 281
2024
Q1 		$256K Sell
8,848
-907
-9% -$25.8K 0.03% 147
2023
Q4 		$280K Sell
9,755
-1,168
-11% -$32.2K 0.04% 145
2023
Q3 		$299K Buy
10,923
+710
+7% +$20.1K 0.05% 136
2023
Q2 		$290K Sell
10,213
-589
-5% -$16.6K 0.06% 147
2023
Q1 		$305K Sell
10,802
-1,279
-11% -$36K 0.07% 147
2022
Q4 		$329K Sell
12,081
-25
-0.2% -$655 0.08% 138
2022
Q3 		$302K Hold
12,106
– – 0.09% 142
2022
Q2 		$328K Buy
12,106
+401
+3% +$11K 0.09% 140
2022
Q1 		$333K Buy
11,705
+1,290
+12% +$37.4K 0.08% 139
2021
Q4 		$308K Sell
10,415
-387
-4% -$11.6K 0.08% 82
2021
Q3 		$323K Buy
10,802
+115
+1% +$3.49K 0.1% 73
2021
Q2 		$332K Buy
10,687
+157
+1% +$4.82K 0.1% 72
2021
Q1 		$319K Buy
10,530
+1,087
+12% +$32.9K 0.11% 67
2020
Q4 		$284K Sell
9,443
-1,296
-12% -$36.9K 0.1% 65
2020
Q3 		$291K Buy
10,739
+702
+7% +$18.9K 0.12% 58
2020
Q2 		$255K Sell
10,037
-930
-8% -$23K 0.13% 61
2020
Q1 		$246K Buy
+10,967
New +$281K 0.15% 54

Other funds holding EJAN

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

Alera Investment Advisors's EJAN Position: Q2 2024 in Review

Alera Investment Advisors sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q2 2024, closing a stake of 8,848 shares — an estimated $256K sold.

Alera Investment Advisors first reported a position in EJAN in Q1 2020 and held it in 17 quarters. The position peaked at $333K in Q1 2022. 66 funds tracked by Wall St. Rank hold EJAN as of Q2 2024.

  • Alera Investment Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 8,848 Innovator Emerging Markets Power Buffer ETF January shares in Q2 2024, an estimated $256K.
  • Alera Investment Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q1 2020 and held it in 17 quarters.
  • Alera Investment Advisors's Innovator Emerging Markets Power Buffer ETF January position peaked at $333K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q2 2024.

Based on Alera Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.