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

Castleview 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
2022
Q3 		– Sell
-124
Closed -$3.57K – 638
2022
Q2 		$3.57K Sell
124
-876
-88% -$24.1K ﹤0.01% 580
2022
Q1 		$28K Buy
+1,000
New +$29K 0.02% 399
2021
Q2 		$31K Buy
+1,000
New +$30.7K 0.01% 489

Other funds holding EJAN

CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Castleview Partners's EJAN Position: Q3 2022 in Review

Castleview Partners sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q3 2022, closing a stake of 124 shares — an estimated $3.57K sold.

Castleview Partners first reported a position in EJAN in Q2 2021 and held it in 3 quarters. The position peaked at $31K in Q2 2021. 51 funds tracked by Wall St. Rank hold EJAN as of Q3 2022.

  • Castleview Partners reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q3 2022 after selling out during the quarter.
  • Castleview Partners sold 124 Innovator Emerging Markets Power Buffer ETF January shares in Q3 2022, an estimated $3.57K.
  • Castleview Partners first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q2 2021 and held it in 3 quarters.
  • Castleview Partners's Innovator Emerging Markets Power Buffer ETF January position peaked at $31K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q3 2022.

Based on Castleview Partners's 13F filing for Q3 2022, filed 10 Nov 2022.