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Brown Financial Advisors’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

Brown Financial Advisors’s Portfolio IJAN Stock Details IJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,422
Closed -$245K – 129
2024
Q3 		$245K Buy
7,422
+112
+2% +$3.59K 0.1% 124
2024
Q2 		$230K Buy
+7,310
New +$229K 0.1% 137

Other funds holding IJAN

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Brown Financial Advisors's IJAN Position: Q4 2024 in Review

Brown Financial Advisors sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q4 2024, closing a stake of 7,422 shares — an estimated $245K sold.

Brown Financial Advisors first reported a position in IJAN in Q2 2024 and held it in 2 quarters. The position peaked at $245K in Q3 2024. 87 funds tracked by Wall St. Rank hold IJAN as of Q4 2024.

  • Brown Financial Advisors reported no remaining Innovator International Developed Power Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 7,422 Innovator International Developed Power Buffer ETF January shares in Q4 2024, an estimated $245K.
  • Brown Financial Advisors first reported a position in Innovator International Developed Power Buffer ETF January in Q2 2024 and held it in 2 quarters.
  • Brown Financial Advisors's Innovator International Developed Power Buffer ETF January position peaked at $245K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q4 2024.

Based on Brown Financial Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.