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

3AM

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

PWG

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Kingsview Wealth Management's EJAN Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q4 2023, closing a stake of 7,411 shares — an estimated $203K sold.

Kingsview Wealth Management first reported a position in EJAN in Q4 2020 and held it in 9 quarters. The position peaked at $332K in Q2 2021. 86 funds tracked by Wall St. Rank hold EJAN as of Q4 2023.

Kingsview Wealth Management reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q4 2023 after selling out during the quarter.
Kingsview Wealth Management sold 7,411 Innovator Emerging Markets Power Buffer ETF January shares in Q4 2023, an estimated $203K.
Kingsview Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2020 and held it in 9 quarters.
Kingsview Wealth Management's Innovator Emerging Markets Power Buffer ETF January position peaked at $332K in Q2 2021.
86 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.