HSA
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HBK Sorce Advisory’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

HBK Sorce Advisory’s Portfolio IJAN Stock Details IJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-180,000
Closed -$205K – 722
2022
Q4 		$205K Buy
180,000
+90,000
+100% +$2.27M 0.01% 649
2022
Q3 		$98K Buy
+90,000
New +$2.23M 0.01% 493

Other funds holding IJAN

HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

HBK Sorce Advisory's IJAN Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q1 2023, closing a stake of 180,000 shares — an estimated $205K sold.

HBK Sorce Advisory first reported a position in IJAN in Q3 2022 and held it in 2 quarters. The position peaked at $205K in Q4 2022. 67 funds tracked by Wall St. Rank hold IJAN as of Q1 2023.

  • HBK Sorce Advisory reported no remaining Innovator International Developed Power Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 180,000 Innovator International Developed Power Buffer ETF January shares in Q1 2023, an estimated $205K.
  • HBK Sorce Advisory first reported a position in Innovator International Developed Power Buffer ETF January in Q3 2022 and held it in 2 quarters.
  • HBK Sorce Advisory's Innovator International Developed Power Buffer ETF January position peaked at $205K in Q4 2022.
  • 67 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.