My Personal CFO LLC’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

My Personal CFO LLC’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 Q1	$916K	Hold	26,990	–	–	0.4%	44
2025 Q4	$912K	Buy	+26,990	New	+$903K	0.38%	47
2025 Q3	–	Sell	-26,990	Closed	-$865K	–	117
2025 Q2	$865K	Hold	26,990	–	–	0.39%	45
2025 Q1	$816K	Sell	26,990 -1,100	-4%	-$33K	0.41%	42
2024 Q4	$827K	Sell	28,090 -100	-0.4%	-$3.07K	0.42%	44
2024 Q3	$883K	Hold	28,190	–	–	0.48%	42
2024 Q2	$841K	Hold	28,190	–	–	0.45%	45
2024 Q1	$816K	Sell	28,190 -5,700	-17%	-$162K	0.47%	45
2023 Q4	$972K	Hold	33,890	–	–	0.63%	40
2023 Q3	$928K	Hold	33,890	–	–	0.75%	37
2023 Q2	$962K	Hold	33,890	–	–	0.76%	35
2023 Q1	$955K	Buy	+33,890	New	+$954K	0.82%	33

Other funds holding EJAN

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return