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EJAN icon

Belpointe Asset Management’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Belpointe Asset 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
2025
Q4 		– Sell
-21,724
Closed -$721K – 1047
2025
Q3 		$721K Sell
21,724
-1,350
-6% -$44.1K 0.03% 510
2025
Q2 		$739K Sell
23,074
-848
-4% -$26K 0.03% 449
2025
Q1 		$723K Buy
23,922
+12,783
+115% +$383K 0.04% 431
2024
Q4 		$337K Sell
11,139
-418
-4% -$12.8K 0.02% 618
2024
Q3 		$362K Buy
11,557
+1,360
+13% +$41K 0.02% 600
2024
Q2 		$304K Sell
10,197
-223
-2% -$6.55K 0.02% 578
2024
Q1 		$302K Buy
+10,420
New +$296K 0.02% 585

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Osaic Holdings
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MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
OBWG
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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return