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Orion Portfolio Solutions’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Orion Portfolio Solutions’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
-213,596
Closed -$6.03M – 1702
2023
Q4 		$6.03M Buy
+213,596
New +$5.89M 0.07% 267

Other funds holding EJAN

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Orion Portfolio Solutions's EJAN Position: Q1 2024 in Review

Orion Portfolio Solutions sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q1 2024, closing a stake of 213,596 shares — an estimated $6.03M sold.

Orion Portfolio Solutions first reported a position in EJAN in Q4 2023 and held it in 1 quarter. The position peaked at $6.03M in Q4 2023. 73 funds tracked by Wall St. Rank hold EJAN as of Q1 2024.

  • Orion Portfolio Solutions reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q1 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 213,596 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2024, an estimated $6.03M.
  • Orion Portfolio Solutions first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2023 and held it in 1 quarter.
  • Orion Portfolio Solutions's Innovator Emerging Markets Power Buffer ETF January position peaked at $6.03M in Q4 2023.
  • 73 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2024.

Based on Orion Portfolio Solutions's 13F filing for Q1 2024, filed 9 May 2024.