Elmwood Wealth Management’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Elmwood Wealth Management’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 Q1	–	Sell	-3,000	Closed	-$89K	–	169
2021 Q4	$89K	Buy	+3,000	New	+$89.6K	0.04%	157

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWA

Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

DHGWA

Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Elmwood Wealth Management's EJAN Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q1 2022, closing a stake of 3,000 shares — an estimated $89K sold.

Elmwood Wealth Management first reported a position in EJAN in Q4 2021 and held it in 1 quarter. The position peaked at $89K in Q4 2021. 50 funds tracked by Wall St. Rank hold EJAN as of Q1 2022.

Elmwood Wealth Management reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 3,000 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2022, an estimated $89K.
Elmwood Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2021 and held it in 1 quarter.
Elmwood Wealth Management's Innovator Emerging Markets Power Buffer ETF January position peaked at $89K in Q4 2021.
50 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.