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

BCGM 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	-10,215	Closed	-$293K	–	146
2023 Q4	$293K	Sell	10,215 -88	-0.9%	-$2.43K	0.12%	108
2023 Q3	$282K	Sell	10,303 -550	-5%	-$15.6K	0.13%	98
2023 Q2	$308K	Buy	+10,853	New	+$305K	0.14%	94
2023 Q1	–	Sell	-10,853	Closed	-$295K	–	100
2022 Q4	$295K	Sell	10,853 -1,996	-16%	-$52.3K	0.14%	89
2022 Q3	$318K	Hold	12,849	–	–	0.16%	83
2022 Q2	$350K	Hold	12,849	–	–	0.18%	76
2022 Q1	$355K	Hold	12,849	–	–	0.19%	77
2021 Q4	$380K	Hold	12,849	–	–	0.2%	77
2021 Q3	$385K	Sell	12,849 -1,365	-10%	-$41.5K	0.21%	71
2021 Q2	$429K	Hold	14,214	–	–	0.25%	67
2021 Q1	$434K	Buy	14,214 +3,277	+30%	+$99.3K	0.3%	61
2020 Q4	$338K	Buy	+10,937	New	+$311K	0.24%	67

Other funds holding EJAN

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

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

BCGM Wealth Management's EJAN Position: Q1 2024 in Review

BCGM Wealth Management sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q1 2024, closing a stake of 10,215 shares — an estimated $293K sold.

BCGM Wealth Management first reported a position in EJAN in Q4 2020 and held it in 12 quarters. The position peaked at $434K in Q1 2021. 73 funds tracked by Wall St. Rank hold EJAN as of Q1 2024.

BCGM Wealth Management reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q1 2024 after selling out during the quarter.
BCGM Wealth Management sold 10,215 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2024, an estimated $293K.
BCGM Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2020 and held it in 12 quarters.
BCGM Wealth Management's Innovator Emerging Markets Power Buffer ETF January position peaked at $434K in Q1 2021.
73 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2024.

Based on BCGM Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.