Kingsview Wealth Management’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Kingsview Wealth 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
2023 Q4	–	Sell	-7,411	Closed	-$203K	–	961
2023 Q3	$203K	Hold	7,411	–	–	0.01%	885
2023 Q2	$210K	Sell	7,411 -137	-2%	-$3.85K	0.01%	844
2023 Q1	$213K	Buy	+7,548	New	+$212K	0.01%	815
2022 Q2	–	Sell	-9,091	Closed	-$258K	–	837
2022 Q1	$258K	Sell	9,091 -205	-2%	-$5.94K	0.01%	740
2021 Q4	$275K	Sell	9,296 -66	-0.7%	-$1.97K	0.01%	765
2021 Q3	$280K	Sell	9,362 -1,327	-12%	-$40.3K	0.01%	704
2021 Q2	$332K	Buy	10,689 +100	+0.9%	+$3.07K	0.02%	671
2021 Q1	$323K	Buy	10,589 +2,040	+24%	+$61.8K	0.02%	616
2020 Q4	$257K	Buy	+8,549	New	+$243K	0.02%	585

Other funds holding EJAN

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

HighTower Advisors

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

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Cerity Partners

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

Commonwealth Equity Services

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

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

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