CPP
EJAN icon

Capasso Planning Partners’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Capasso Planning Partners’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
Q2 		– Sell
-12,379
Closed -$374K – 88
2025
Q1 		$374K Sell
12,379
-2,756
-18% -$82.7K 0.16% 80
2024
Q4 		$446K Buy
+15,135
New +$464K 0.18% 78

Other funds holding EJAN

HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $104B AUM 28.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capasso Planning Partners's EJAN Position: Q2 2025 in Review

Capasso Planning Partners sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q2 2025, closing a stake of 12,379 shares — an estimated $374K sold.

Capasso Planning Partners first reported a position in EJAN in Q4 2024 and held it in 2 quarters. The position peaked at $446K in Q4 2024. 72 funds tracked by Wall St. Rank hold EJAN as of Q2 2025.

  • Capasso Planning Partners reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q2 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 12,379 Innovator Emerging Markets Power Buffer ETF January shares in Q2 2025, an estimated $374K.
  • Capasso Planning Partners first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2024 and held it in 2 quarters.
  • Capasso Planning Partners's Innovator Emerging Markets Power Buffer ETF January position peaked at $446K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q2 2025.

Based on Capasso Planning Partners's 13F filing for Q2 2025, filed 6 Aug 2025.