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Institutional & Family Asset Management’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

Institutional & Family Asset Management’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
2021
Q3 		– Sell
-354
Closed -$9K – 936
2021
Q2 		$9K Sell
354
-660
-65% -$17.6K ﹤0.01% 611
2021
Q1 		$26K Buy
+1,014
New +$26.2K 0.01% 455

Other funds holding IJAN

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIA
Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

Institutional & Family Asset Management sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q3 2021, closing a stake of 354 shares — an estimated $9K sold.

Institutional & Family Asset Management first reported a position in IJAN in Q1 2021 and held it in 2 quarters. The position peaked at $26K in Q1 2021. 29 funds tracked by Wall St. Rank hold IJAN as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining Innovator International Developed Power Buffer ETF January position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 354 Innovator International Developed Power Buffer ETF January shares in Q3 2021, an estimated $9K.
  • Institutional & Family Asset Management first reported a position in Innovator International Developed Power Buffer ETF January in Q1 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Innovator International Developed Power Buffer ETF January position peaked at $26K in Q1 2021.
  • 29 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q3 2021.

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