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Alera Investment Advisors’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

Alera Investment Advisors’s Portfolio IJAN Stock Details IJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$842K Sell
25,539
-16,515
-39% -$529K 0.1% 86
2024
Q2 		$1.32M Sell
42,054
-15,808
-27% -$495K 0.16% 68
2024
Q1 		$1.81M Sell
57,862
-1,292
-2% -$39.5K 0.24% 32
2023
Q4 		$1.8M Buy
59,154
+1,950
+3% +$55.4K 0.24% 31
2023
Q3 		$1.59M Buy
57,204
+5,545
+11% +$160K 0.26% 26
2023
Q2 		$1.5M Sell
51,659
-4,357
-8% -$126K 0.32% 31
2023
Q1 		$1.59M Sell
56,016
-4,622
-8% -$129K 0.37% 27
2022
Q4 		$1.62M Sell
60,638
-2,438
-4% -$61.6K 0.38% 29
2022
Q3 		$1.45M Sell
63,076
-7,019
-10% -$174K 0.41% 28
2022
Q2 		$1.73M Sell
70,095
-107
-0.2% -$2.73K 0.48% 24
2022
Q1 		$1.85M Buy
70,202
+3,997
+6% +$106K 0.42% 28
2021
Q4 		$1.81M Sell
66,205
-4,116
-6% -$111K 0.5% 27
2021
Q3 		$1.88M Sell
70,321
-269
-0.4% -$7.23K 0.55% 27
2021
Q2 		$1.89M Sell
70,590
-2,100
-3% -$55.9K 0.57% 25
2021
Q1 		$1.89M Buy
72,690
+18,660
+35% +$483K 0.62% 24
2020
Q4 		$1.58M Sell
54,030
-8,217
-13% -$202K 0.56% 25
2020
Q3 		$1.49M Sell
62,247
-473
-0.8% -$11.3K 0.6% 24
2020
Q2 		$1.45M Sell
62,720
-5,785
-8% -$131K 0.77% 25
2020
Q1 		$1.44M Buy
+68,505
New +$1.6M 0.87% 26

Other funds holding IJAN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Alera Investment Advisors's IJAN Position: Q3 2024 in Review

Alera Investment Advisors reduced its Innovator International Developed Power Buffer ETF January (IJAN) stake by 39% in Q3 2024, selling an estimated $529K and leaving 25,539 shares worth $842K. The position accounts for 0.1% of the portfolio, ranked #86.

Alera Investment Advisors first reported a position in IJAN in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.89M in Q1 2021. 89 funds tracked by Wall St. Rank hold IJAN as of Q3 2024.

  • Alera Investment Advisors held 25,539 shares of Innovator International Developed Power Buffer ETF January worth $842K as of Q3 2024.
  • Alera Investment Advisors sold 16,515 Innovator International Developed Power Buffer ETF January shares in Q3 2024, an estimated $529K.
  • Innovator International Developed Power Buffer ETF January made up 0.1% of Alera Investment Advisors's portfolio in Q3 2024, its #86 holding.
  • Alera Investment Advisors first reported a position in Innovator International Developed Power Buffer ETF January in Q1 2020 and has held it in 19 quarters since.
  • Alera Investment Advisors's Innovator International Developed Power Buffer ETF January position peaked at $1.89M in Q1 2021.
  • 89 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.