Institutional & Family Asset Management’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Institutional & Family Asset Management’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
2021 Q3	–	Sell	-298	Closed	-$9K	–	924
2021 Q2	$9K	Sell	298 -595	-67%	-$18.3K	﹤0.01%	603
2021 Q1	$27K	Buy	+893	New	+$27.1K	0.01%	451

Other funds holding EJAN

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Institutional & Family Asset Management's EJAN Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q3 2021, closing a stake of 298 shares — an estimated $9K sold.

Institutional & Family Asset Management first reported a position in EJAN in Q1 2021 and held it in 2 quarters. The position peaked at $27K in Q1 2021. 45 funds tracked by Wall St. Rank hold EJAN as of Q3 2021.

Institutional & Family Asset Management reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q3 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 298 Innovator Emerging Markets Power Buffer ETF January shares in Q3 2021, an estimated $9K.
Institutional & Family Asset Management first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q1 2021 and held it in 2 quarters.
Institutional & Family Asset Management's Innovator Emerging Markets Power Buffer ETF January position peaked at $27K in Q1 2021.
45 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.