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

Personal CFO 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
2026 Q1	$2.52M	Buy	+74,162	New	+$2.56M	0.35%	45
2024 Q2	–	Sell	-148,422	Closed	-$4.3M	–	550
2024 Q1	$4.3M	Buy	+148,422	New	+$4.21M	0.67%	29
2021 Q2	–	Sell	-90,288	Closed	-$2.74M	–	451
2021 Q1	$2.74M	Buy	90,288 +55,182	+157%	+$1.67M	0.59%	31
2020 Q4	$1.05M	Buy	35,106 +5,409	+18%	+$154K	0.26%	87
2020 Q3	$1K	Sell	29,697 -252	-0.8%	-$6.8K	0.33%	72
2020 Q2	$766K	Buy	29,949 +434	+1%	+$10.7K	0.23%	92
2020 Q1	$674K	Buy	+29,515	New	+$757K	0.24%	95

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

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

Cornerstone Wealth Greeneville, Tennessee $178M AUM