Avantax Advisory Services’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Avantax Advisory Services’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
2025 Q2	$760K	Sell	23,712 -57	-0.2%	-$1.75K	﹤0.01%	1331
2025 Q1	$719K	Buy	23,769 +6,365	+37%	+$191K	﹤0.01%	1285
2024 Q4	$512K	Buy	17,404 +841	+5%	+$25.8K	﹤0.01%	1429
2024 Q3	$519K	Sell	16,563 -1,350	-8%	-$40.7K	﹤0.01%	1387
2024 Q2	$534K	Sell	17,913 -1,227	-6%	-$36.1K	﹤0.01%	1326
2024 Q1	$554K	Buy	19,140 +5,814	+44%	+$165K	﹤0.01%	985
2023 Q4	$382K	Sell	13,326 -12,306	-48%	-$339K	﹤0.01%	1113
2023 Q3	$702K	Sell	25,632 -1,318	-5%	-$37.3K	0.01%	808
2023 Q2	$765K	Buy	26,950 +2,804	+12%	+$78.9K	0.01%	784
2023 Q1	$681K	Buy	24,146 +7,106	+42%	+$200K	0.01%	796
2022 Q4	$464K	Hold	17,040	–	–	0.01%	900
2022 Q3	$425K	Buy	17,040 +2,680	+19%	+$72.1K	0.01%	846
2022 Q2	$389K	Sell	14,360 -421	-3%	-$11.6K	0.01%	886
2022 Q1	$417K	Buy	+14,781	New	+$428K	0.01%	857
2020 Q4	–	Sell	-18,459	Closed	-$499K	–	1044
2020 Q3	$499K	Buy	+18,459	New	+$498K	0.01%	781

Other funds holding EJAN

HWM

HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Avantax Advisory Services's EJAN Position: Q2 2025 in Review

Avantax Advisory Services reduced its Innovator Emerging Markets Power Buffer ETF January (EJAN) stake by 0.24% in Q2 2025, selling an estimated $1.75K and leaving 23,712 shares worth $760K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Avantax Advisory Services first reported a position in EJAN in Q3 2020 and has held it in 15 quarters since. The position peaked at $765K in Q2 2023. 72 funds tracked by Wall St. Rank hold EJAN as of Q2 2025.

Avantax Advisory Services held 23,712 shares of Innovator Emerging Markets Power Buffer ETF January worth $760K as of Q2 2025.
Avantax Advisory Services sold 57 Innovator Emerging Markets Power Buffer ETF January shares in Q2 2025, an estimated $1.75K.
Innovator Emerging Markets Power Buffer ETF January made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1331 holding.
Avantax Advisory Services first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q3 2020 and has held it in 15 quarters since.
Avantax Advisory Services's Innovator Emerging Markets Power Buffer ETF January position peaked at $765K in Q2 2023.
72 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.