Berkshire Money Management’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Berkshire Money 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
2022 Q1	–	Sell	-17,146	Closed	-$507K	–	31
2021 Q4	$507K	Sell	17,146 -320,101	-95%	-$9.56M	0.07%	27
2021 Q3	$10.1M	Buy	337,247 +14,990	+5%	+$455K	1.6%	16
2021 Q2	$10M	Buy	322,257 +23,840	+8%	+$733K	1.61%	16
2021 Q1	$9.04M	Buy	298,417 +40,438	+16%	+$1.23M	1.58%	15
2020 Q4	$7.75M	Buy	+257,979	New	+$7.35M	1.43%	15

Other funds holding EJAN

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

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

PWA

Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

DHGWA

Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Berkshire Money Management's EJAN Position: Q1 2022 in Review

Berkshire Money Management sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q1 2022, closing a stake of 17,146 shares — an estimated $507K sold.

Berkshire Money Management first reported a position in EJAN in Q4 2020 and held it in 5 quarters. The position peaked at $10.1M in Q3 2021. 50 funds tracked by Wall St. Rank hold EJAN as of Q1 2022.

Berkshire Money Management reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q1 2022 after selling out during the quarter.
Berkshire Money Management sold 17,146 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2022, an estimated $507K.
Berkshire Money Management first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2020 and held it in 5 quarters.
Berkshire Money Management's Innovator Emerging Markets Power Buffer ETF January position peaked at $10.1M in Q3 2021.
50 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2022.

Based on Berkshire Money Management's 13F filing for Q1 2022, filed 19 Apr 2022.