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Forvis Mazars Wealth Advisors’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Forvis Mazars Wealth Advisors’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
2025
Q1 		– Sell
-8,090
Closed -$238K – 401
2024
Q4 		$238K Sell
8,090
-6,442
-44% -$198K 0.01% 402
2024
Q3 		$455K Sell
14,532
-7,128
-33% -$215K 0.01% 329
2024
Q2 		$646K Sell
21,660
-4,842
-18% -$142K 0.02% 253
2024
Q1 		$767K Sell
26,502
-7,894
-23% -$224K 0.02% 239
2023
Q4 		$986K Sell
34,396
-5,637
-14% -$155K 0.03% 207
2023
Q3 		$1.1M Sell
40,033
-2,857
-7% -$81K 0.03% 195
2023
Q2 		$1.22M Sell
42,890
-640
-1% -$18K 0.04% 199
2023
Q1 		$1.23M Sell
43,530
-1,097
-2% -$30.9K 0.04% 186
2022
Q4 		$1.21M Buy
44,627
+10,909
+32% +$286K 0.04% 184
2022
Q3 		$841K Sell
33,718
-322
-0.9% -$8.66K 0.03% 209
2022
Q2 		$922K Buy
+34,040
New +$937K 0.04% 193

Other funds holding EJAN

HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return