Long Island Wealth Management’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

Long Island Wealth 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
2026 Q2	$19.6M	Buy	515,972 +5,488	+1%	+$206K	8.11%	3
2026 Q1	$18.5M	Buy	510,484 +85,666	+20%	+$3.15M	8.59%	2
2025 Q4	$15.4M	Buy	424,818 +12,053	+3%	+$429K	7.26%	4
2025 Q3	$14.5M	Sell	412,765 -246	-0.1%	-$8.51K	7.07%	4
2025 Q2	$14.1M	Buy	413,011 +189,045	+84%	+$6.22M	7.34%	4
2025 Q1	$7.16M	Buy	223,966 +33,872	+18%	+$1.07M	4.36%	6
2024 Q4	$5.75M	Sell	190,094 -13,239	-7%	-$418K	3.6%	7
2024 Q3	$6.7M	Sell	203,333 -8,852	-4%	-$284K	4.4%	4
2024 Q2	$6.67M	Buy	212,185 +4,692	+2%	+$147K	4.7%	4
2024 Q1	$6.49M	Buy	207,493 +14,287	+7%	+$436K	4.58%	4
2023 Q4	$5.87M	Buy	+193,206	New	+$5.49M	4.19%	4

Other funds holding IJAN

CAG

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

Long Island Wealth Management's IJAN Position: Q2 2026 in Review

Long Island Wealth Management increased its Innovator International Developed Power Buffer ETF January (IJAN) stake by 1.1% in Q2 2026, buying an estimated $206K and bringing the position to 515,972 shares worth $19.6M. The position accounts for 8.11% of the portfolio, ranked #3.

Long Island Wealth Management first reported a position in IJAN in Q4 2023 and has held it in 11 quarters since. 105 funds tracked by Wall St. Rank hold IJAN as of Q2 2026.

Long Island Wealth Management held 515,972 shares of Innovator International Developed Power Buffer ETF January worth $19.6M as of Q2 2026.
Long Island Wealth Management bought 5,488 Innovator International Developed Power Buffer ETF January shares in Q2 2026, an estimated $206K.
Innovator International Developed Power Buffer ETF January made up 8.11% of Long Island Wealth Management's portfolio in Q2 2026, its #3 holding.
Long Island Wealth Management first reported a position in Innovator International Developed Power Buffer ETF January in Q4 2023 and has held it in 11 quarters since.
105 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.