LJAC
EJAN icon

L.J. Altfest & Co’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

L.J. Altfest & Co’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
2026
Q1 		– Sell
-8,900
Closed -$301K – 342
2025
Q4 		$301K Sell
8,900
-783
-8% -$26.2K 0.03% 285
2025
Q3 		$322K Sell
9,683
-463
-5% -$15.1K 0.04% 275
2025
Q2 		$325K Sell
10,146
-13,627
-57% -$418K 0.04% 274
2025
Q1 		$719K Sell
23,773
-186
-0.8% -$5.58K 0.09% 161
2024
Q4 		$705K Sell
23,959
-9,231
-28% -$283K 0.09% 158
2024
Q3 		$1.04M Sell
33,190
-442,972
-93% -$13.4M 0.14% 127
2024
Q2 		$14.2M Buy
476,162
+10,495
+2% +$308K 1.94% 17
2024
Q1 		$13.5M Buy
465,667
+14,560
+3% +$413K 1.91% 15
2023
Q4 		$12.9M Buy
+451,107
New +$12.4M 1.88% 14

Other funds holding EJAN

LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return