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

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return