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DFPG Investments’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

DFPG Investments’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
Q4 		$1.09M Buy
38,314
+6,819
+22% +$188K 0.08% 219
2023
Q3 		$859K Buy
+31,495
New +$892K 0.08% 227

Other funds holding EJAN

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

DFPG Investments's EJAN Position: Q4 2023 in Review

DFPG Investments increased its Innovator Emerging Markets Power Buffer ETF January (EJAN) stake by 22% in Q4 2023, buying an estimated $188K and bringing the position to 38,314 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #219.

DFPG Investments first reported a position in EJAN in Q3 2023 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold EJAN as of Q4 2023.

  • DFPG Investments held 38,314 shares of Innovator Emerging Markets Power Buffer ETF January worth $1.09M as of Q4 2023.
  • DFPG Investments bought 6,819 Innovator Emerging Markets Power Buffer ETF January shares in Q4 2023, an estimated $188K.
  • Innovator Emerging Markets Power Buffer ETF January made up 0.08% of DFPG Investments's portfolio in Q4 2023, its #219 holding.
  • DFPG Investments first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q3 2023 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.