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Phillips Financial Management’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

Phillips Financial Management’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
Q4 		– Sell
-1,766
Closed -$49.2K – 256
2023
Q3 		$49.2K Hold
1,766
– – ﹤0.01% 191
2023
Q2 		$51.4K Hold
1,766
– – ﹤0.01% 187
2023
Q1 		$50.2K Hold
1,766
– – ﹤0.01% 190
2022
Q4 		$47.2K Hold
1,766
– – ﹤0.01% 181
2022
Q3 		$41K Buy
+1,766
New +$43.8K ﹤0.01% 176

Other funds holding IJAN

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 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 $34.9B AUM 18.88% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Phillips Financial Management's IJAN Position: Q4 2023 in Review

Phillips Financial Management sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q4 2023, closing a stake of 1,766 shares — an estimated $49.2K sold.

Phillips Financial Management first reported a position in IJAN in Q3 2022 and held it in 5 quarters. The position peaked at $51.4K in Q2 2023. 73 funds tracked by Wall St. Rank hold IJAN as of Q4 2023.

  • Phillips Financial Management reported no remaining Innovator International Developed Power Buffer ETF January position as of Q4 2023 after selling out during the quarter.
  • Phillips Financial Management sold 1,766 Innovator International Developed Power Buffer ETF January shares in Q4 2023, an estimated $49.2K.
  • Phillips Financial Management first reported a position in Innovator International Developed Power Buffer ETF January in Q3 2022 and held it in 5 quarters.
  • Phillips Financial Management's Innovator International Developed Power Buffer ETF January position peaked at $51.4K in Q2 2023.
  • 73 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q4 2023.

Based on Phillips Financial Management's 13F filing for Q4 2023, filed 25 Jan 2024.