MW
EJAN icon

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

MBL Wealth’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
Q2 		$4.75M Buy
132,021
+2,851
+2% +$101K 0.32% 62
2026
Q1 		$4.38M Buy
129,170
+8,523
+7% +$294K 0.33% 62
2025
Q4 		$4.08M Sell
120,647
-3,050
-2% -$102K 0.33% 64
2025
Q3 		$4.11M Sell
123,697
-5,410
-4% -$177K 0.36% 59
2025
Q2 		$4.14M Sell
129,107
-675
-0.5% -$20.7K 0.4% 53
2025
Q1 		$3.92M Sell
129,782
-6,185
-5% -$186K 0.4% 49
2024
Q4 		$4M Buy
135,967
+1,024
+0.8% +$31.4K 0.4% 50
2024
Q3 		$4.23M Buy
134,943
+6,681
+5% +$201K 0.45% 46
2024
Q2 		$3.83M Buy
+128,262
New +$3.77M 0.43% 51
2024
Q1 		– Sell
-139,645
Closed -$4M – 203
2023
Q4 		$4M Buy
139,645
+7,230
+5% +$199K 0.5% 39
2023
Q3 		$3.63M Buy
132,415
+15,978
+14% +$453K 0.51% 37
2023
Q2 		$3.3M Sell
116,437
-54,324
-32% -$1.53M 0.47% 38
2023
Q1 		$4.81M Buy
+170,761
New +$4.81M 0.75% 31
2021
Q1 		$2.32M Buy
76,490
+7,221
+10% +$219K 0.81% 32
2020
Q4 		$2.12M Buy
+69,269
New +$1.97M 0.84% 29

Other funds holding EJAN

AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return