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Brown Financial Advisors’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Brown Financial Advisors’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
Q3 		– Sell
-3,925
Closed -$117K – 155
2024
Q2 		$117K Buy
+3,925
New +$115K 0.05% 143

Other funds holding EJAN

SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
MW
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
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Brown Financial Advisors's EJAN Position: Q3 2024 in Review

Brown Financial Advisors sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q3 2024, closing a stake of 3,925 shares — an estimated $117K sold.

Brown Financial Advisors first reported a position in EJAN in Q2 2024 and held it in 1 quarter. The position peaked at $117K in Q2 2024. 69 funds tracked by Wall St. Rank hold EJAN as of Q3 2024.

  • Brown Financial Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 3,925 Innovator Emerging Markets Power Buffer ETF January shares in Q3 2024, an estimated $117K.
  • Brown Financial Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q2 2024 and held it in 1 quarter.
  • Brown Financial Advisors's Innovator Emerging Markets Power Buffer ETF January position peaked at $117K in Q2 2024.
  • 69 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.