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CreativeOne Wealth’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

CreativeOne Wealth’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
2023
Q2 		– Sell
-9,150
Closed -$260K – 862
2023
Q1 		$260K Buy
+9,150
New +$255K 0.01% 678

Other funds holding IJAN

GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

CreativeOne Wealth's IJAN Position: Q2 2023 in Review

CreativeOne Wealth sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q2 2023, closing a stake of 9,150 shares — an estimated $260K sold.

CreativeOne Wealth first reported a position in IJAN in Q1 2023 and held it in 1 quarter. The position peaked at $260K in Q1 2023. 71 funds tracked by Wall St. Rank hold IJAN as of Q2 2023.

  • CreativeOne Wealth reported no remaining Innovator International Developed Power Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 9,150 Innovator International Developed Power Buffer ETF January shares in Q2 2023, an estimated $260K.
  • CreativeOne Wealth first reported a position in Innovator International Developed Power Buffer ETF January in Q1 2023 and held it in 1 quarter.
  • CreativeOne Wealth's Innovator International Developed Power Buffer ETF January position peaked at $260K in Q1 2023.
  • 71 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q2 2023.

Based on CreativeOne Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.