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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 $99.4M AUM 13.43% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 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 $8.93B AUM 25.13% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors's EJAN Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q1 2025, closing a stake of 8,090 shares — an estimated $238K sold.

Forvis Mazars Wealth Advisors first reported a position in EJAN in Q2 2022 and held it in 11 quarters. The position peaked at $1.23M in Q1 2023. 75 funds tracked by Wall St. Rank hold EJAN as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 8,090 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2025, an estimated $238K.
  • Forvis Mazars Wealth Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q2 2022 and held it in 11 quarters.
  • Forvis Mazars Wealth Advisors's Innovator Emerging Markets Power Buffer ETF January position peaked at $1.23M in Q1 2023.
  • 75 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.