Global Strategic Investment Solutions’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Global Strategic Investment Solutions’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
2023 Q4	–	Sell	-16,187	Closed	-$443K	–	147
2023 Q3	$443K	Sell	16,187 -94,372	-85%	-$2.67M	0.06%	93
2023 Q2	$3.14M	Sell	110,559 -221,921	-67%	-$6.24M	0.39%	41
2023 Q1	$9.37M	Buy	332,480 +107,305	+48%	+$3.02M	1.34%	22
2022 Q4	$6.13M	Sell	225,175 -26,198	-10%	-$687K	0.41%	32
2022 Q3	$6.27M	Sell	251,373 -828	-0.3%	-$22.3K	0.3%	32
2022 Q2	$6.83M	Sell	252,201 -3,301	-1%	-$90.9K	0.49%	32
2022 Q1	$7.26M	Buy	+255,502	New	+$7.4M	0.45%	30

Other funds holding EJAN

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Global Strategic Investment Solutions's EJAN Position: Q4 2023 in Review

Global Strategic Investment Solutions sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q4 2023, closing a stake of 16,187 shares — an estimated $443K sold.

Global Strategic Investment Solutions first reported a position in EJAN in Q1 2022 and held it in 7 quarters. The position peaked at $9.37M in Q1 2023. 86 funds tracked by Wall St. Rank hold EJAN as of Q4 2023.

Global Strategic Investment Solutions reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q4 2023 after selling out during the quarter.
Global Strategic Investment Solutions sold 16,187 Innovator Emerging Markets Power Buffer ETF January shares in Q4 2023, an estimated $443K.
Global Strategic Investment Solutions first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q1 2022 and held it in 7 quarters.
Global Strategic Investment Solutions's Innovator Emerging Markets Power Buffer ETF January position peaked at $9.37M in Q1 2023.
86 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q4 2023.

Based on Global Strategic Investment Solutions's 13F filing for Q4 2023, filed 12 Jan 2024.