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Mowery & Schoenfeld Wealth Management’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2024
Q1 		– Sell
-15,088
Closed -$433K – 171
2023
Q4 		$433K Buy
+15,088
New +$416K 0.87% 19

Other funds holding EJAN

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $106M AUM 28.04% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EJAN Position: Q1 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q1 2024, closing a stake of 15,088 shares — an estimated $433K sold.

Mowery & Schoenfeld Wealth Management first reported a position in EJAN in Q4 2023 and held it in 1 quarter. The position peaked at $433K in Q4 2023. 73 funds tracked by Wall St. Rank hold EJAN as of Q1 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q1 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 15,088 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2024, an estimated $433K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2023 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Innovator Emerging Markets Power Buffer ETF January position peaked at $433K in Q4 2023.
  • 73 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.