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M Holdings Securities’s Innovator Premium Income 20 Barrier ETF January JANH Stock Holding History

M Holdings Securities’s Portfolio JANH Stock Details JANH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25,173
Closed -$624K – 202
2024
Q2 		$624K Buy
25,173
+1,416
+6% +$35.3K 0.08% 135
2024
Q1 		$589K Buy
+23,757
New +$592K 0.1% 108

Other funds holding JANH

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

M Holdings Securities's JANH Position: Q3 2024 in Review

M Holdings Securities sold out of Innovator Premium Income 20 Barrier ETF January (JANH) in Q3 2024, closing a stake of 25,173 shares — an estimated $624K sold.

M Holdings Securities first reported a position in JANH in Q1 2024 and held it in 2 quarters. The position peaked at $624K in Q2 2024. 14 funds tracked by Wall St. Rank hold JANH as of Q3 2024.

  • M Holdings Securities reported no remaining Innovator Premium Income 20 Barrier ETF January position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 25,173 Innovator Premium Income 20 Barrier ETF January shares in Q3 2024, an estimated $624K.
  • M Holdings Securities first reported a position in Innovator Premium Income 20 Barrier ETF January in Q1 2024 and held it in 2 quarters.
  • M Holdings Securities's Innovator Premium Income 20 Barrier ETF January position peaked at $624K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF January as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.