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Chicago Partners Investment Group’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Chicago Partners Investment Group’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
2023
Q2 		– Sell
-16,846
Closed -$468K – 692
2023
Q1 		$468K Hold
16,846
– – 0.03% 396
2022
Q4 		$480K Buy
16,846
+1,191
+8% +$31.2K 0.03% 379
2022
Q3 		$403K Hold
15,655
– – 0.03% 380
2022
Q2 		$426K Hold
15,655
– – 0.03% 365
2022
Q1 		$422K Hold
15,655
– – 0.03% 352
2021
Q4 		$460K Buy
+15,655
New +$468K 0.03% 358

Other funds holding EJAN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Chicago Partners Investment Group's EJAN Position: Q2 2023 in Review

Chicago Partners Investment Group sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q2 2023, closing a stake of 16,846 shares — an estimated $468K sold.

Chicago Partners Investment Group first reported a position in EJAN in Q4 2021 and held it in 6 quarters. The position peaked at $480K in Q4 2022. 61 funds tracked by Wall St. Rank hold EJAN as of Q2 2023.

  • Chicago Partners Investment Group reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • Chicago Partners Investment Group sold 16,846 Innovator Emerging Markets Power Buffer ETF January shares in Q2 2023, an estimated $468K.
  • Chicago Partners Investment Group first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2021 and held it in 6 quarters.
  • Chicago Partners Investment Group's Innovator Emerging Markets Power Buffer ETF January position peaked at $480K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q2 2023.

Based on Chicago Partners Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.