Envestnet Asset Management
EJAN icon

Envestnet Asset Management’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Envestnet Asset 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
2026
Q1 		$1.61M Buy
47,572
+22,203
+88% +$767K ﹤0.01% 3152
2025
Q4 		$857K Buy
25,369
+1,218
+5% +$40.7K ﹤0.01% 3362
2025
Q3 		$802K Buy
24,151
+3,302
+16% +$108K ﹤0.01% 3457
2025
Q2 		$668K Buy
20,849
+7,234
+53% +$222K ﹤0.01% 3504
2025
Q1 		$412K Buy
13,615
+859
+7% +$25.8K ﹤0.01% 3738
2024
Q4 		$376K Sell
12,756
-459
-3% -$14.1K ﹤0.01% 3762
2024
Q3 		$414K Buy
13,215
+558
+4% +$16.8K ﹤0.01% 3632
2024
Q2 		$378K Buy
12,657
+143
+1% +$4.2K ﹤0.01% 3598
2024
Q1 		$362K Sell
12,514
-10,340
-45% -$294K ﹤0.01% 3624
2023
Q4 		$655K Sell
22,854
-3,862
-14% -$106K ﹤0.01% 3183
2023
Q3 		$732K Buy
26,716
+1,996
+8% +$56.6K ﹤0.01% 3037
2023
Q2 		$701K Buy
24,720
+2,421
+11% +$68.1K ﹤0.01% 3016
2023
Q1 		$629K Buy
22,299
+5,614
+34% +$158K ﹤0.01% 2995
2022
Q4 		$454K Buy
+16,685
New +$437K ﹤0.01% 3152

Other funds holding EJAN

LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $282M AUM 12.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return