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Arete Wealth Advisors’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Arete Wealth 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
2026
Q1 		– Sell
-19,712
Closed -$666K – 425
2025
Q4 		$666K Hold
19,712
– – 0.04% 369
2025
Q3 		$654K Hold
19,712
– – 0.04% 370
2025
Q2 		$632K Hold
19,712
– – 0.04% 351
2025
Q1 		$596K Buy
19,712
+1,016
+5% +$30.5K 0.05% 344
2024
Q4 		$551K Hold
18,696
– – 0.04% 386
2024
Q3 		$585K Hold
18,696
– – 0.05% 332
2024
Q2 		$559K Hold
18,696
– – 0.05% 362
2024
Q1 		$541K Sell
18,696
-101,513
-84% -$2.88M 0.05% 284
2023
Q4 		$3.45M Buy
+120,209
New +$3.31M 0.26% 81

Other funds holding EJAN

LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Arete Wealth Advisors's EJAN Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q1 2026, closing a stake of 19,712 shares — an estimated $666K sold.

Arete Wealth Advisors first reported a position in EJAN in Q4 2023 and held it in 9 quarters. The position peaked at $3.45M in Q4 2023. 88 funds tracked by Wall St. Rank hold EJAN as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 19,712 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2026, an estimated $666K.
  • Arete Wealth Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2023 and held it in 9 quarters.
  • Arete Wealth Advisors's Innovator Emerging Markets Power Buffer ETF January position peaked at $3.45M in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.