Pillar Wealth Advisors’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

Pillar Wealth Advisors’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
2024 Q3	–	Sell	-15,996	Closed	-$502K	–	29
2024 Q2	$502K	Sell	15,996 -3,073	-16%	-$96.2K	0.6%	39
2024 Q1	$597K	Hold	19,069	–	–	0.45%	42
2023 Q4	$580K	Hold	19,069	–	–	0.45%	46
2023 Q3	$531K	Hold	19,069	–	–	0.46%	43
2023 Q2	$555K	Hold	19,069	–	–	0.46%	45
2023 Q1	$543K	Sell	19,069 -3,850	-17%	-$107K	0.54%	37
2022 Q4	$612K	Sell	22,919 -49,328	-68%	-$1.25M	0.59%	33
2022 Q3	$1.66M	Hold	72,247	–	–	1.66%	12
2022 Q2	$1.79M	Sell	72,247 -13,966	-16%	-$356K	1.82%	10
2022 Q1	$2.27M	Hold	86,213	–	–	2.19%	9
2021 Q4	$2.36M	Buy	+86,213	New	+$2.33M	2.25%	9

Other funds holding IJAN

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

LIWM

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

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Pillar Wealth Advisors's IJAN Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q3 2024, closing a stake of 15,996 shares — an estimated $502K sold.

Pillar Wealth Advisors first reported a position in IJAN in Q4 2021 and held it in 11 quarters. The position peaked at $2.36M in Q4 2021. 89 funds tracked by Wall St. Rank hold IJAN as of Q3 2024.

Pillar Wealth Advisors reported no remaining Innovator International Developed Power Buffer ETF January position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 15,996 Innovator International Developed Power Buffer ETF January shares in Q3 2024, an estimated $502K.
Pillar Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF January in Q4 2021 and held it in 11 quarters.
Pillar Wealth Advisors's Innovator International Developed Power Buffer ETF January position peaked at $2.36M in Q4 2021.
89 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.