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Baker Tilly Wealth Management’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Baker Tilly Wealth Management’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
Q1 		– Sell
-95,520
Closed -$2.74M – 426
2023
Q4 		$2.74M Buy
+95,520
New +$2.63M 0.45% 43

Other funds holding EJAN

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $106M AUM 28.04% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Baker Tilly Wealth Management's EJAN Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q1 2024, closing a stake of 95,520 shares — an estimated $2.74M sold.

Baker Tilly Wealth Management first reported a position in EJAN in Q4 2023 and held it in 1 quarter. The position peaked at $2.74M in Q4 2023. 73 funds tracked by Wall St. Rank hold EJAN as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 95,520 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2024, an estimated $2.74M.
  • Baker Tilly Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2023 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Innovator Emerging Markets Power Buffer ETF January position peaked at $2.74M in Q4 2023.
  • 73 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.