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MBL Wealth’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

MBL Wealth’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
2023
Q3 		– Sell
-114,021
Closed -$3.32M – 184
2023
Q2 		$3.32M Sell
114,021
-60,345
-35% -$1.74M 0.47% 37
2023
Q1 		$4.96M Buy
+174,366
New +$4.86M 0.78% 30

Other funds holding IJAN

GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MBL Wealth's IJAN Position: Q3 2023 in Review

MBL Wealth sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q3 2023, closing a stake of 114,021 shares — an estimated $3.32M sold.

MBL Wealth first reported a position in IJAN in Q1 2023 and held it in 2 quarters. The position peaked at $4.96M in Q1 2023. 61 funds tracked by Wall St. Rank hold IJAN as of Q3 2023.

  • MBL Wealth reported no remaining Innovator International Developed Power Buffer ETF January position as of Q3 2023 after selling out during the quarter.
  • MBL Wealth sold 114,021 Innovator International Developed Power Buffer ETF January shares in Q3 2023, an estimated $3.32M.
  • MBL Wealth first reported a position in Innovator International Developed Power Buffer ETF January in Q1 2023 and held it in 2 quarters.
  • MBL Wealth's Innovator International Developed Power Buffer ETF January position peaked at $4.96M in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q3 2023.

Based on MBL Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.