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Foundations Investment Advisors’s Innovator Premium Income 30 Barrier ETF January JANJ Stock Holding History

Foundations Investment Advisors’s Portfolio JANJ Stock Details JANJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-106,218
Closed -$2.62M – 838
2024
Q2 		$2.62M Buy
106,218
+20,801
+24% +$517K 0.06% 215
2024
Q1 		$2.11M Buy
+85,417
New +$2.12M 0.06% 226

Other funds holding JANJ

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Foundations Investment Advisors's JANJ Position: Q3 2024 in Review

Foundations Investment Advisors sold out of Innovator Premium Income 30 Barrier ETF January (JANJ) in Q3 2024, closing a stake of 106,218 shares — an estimated $2.62M sold.

Foundations Investment Advisors first reported a position in JANJ in Q1 2024 and held it in 2 quarters. The position peaked at $2.62M in Q2 2024. 13 funds tracked by Wall St. Rank hold JANJ as of Q3 2024.

  • Foundations Investment Advisors reported no remaining Innovator Premium Income 30 Barrier ETF January position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 106,218 Innovator Premium Income 30 Barrier ETF January shares in Q3 2024, an estimated $2.62M.
  • Foundations Investment Advisors first reported a position in Innovator Premium Income 30 Barrier ETF January in Q1 2024 and held it in 2 quarters.
  • Foundations Investment Advisors's Innovator Premium Income 30 Barrier ETF January position peaked at $2.62M in Q2 2024.
  • 13 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF January as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.