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Portside Wealth Group’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Portside Wealth Group’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
-247,538
Closed -$7.1M – 374
2023
Q4 		$7.1M Buy
+247,538
New +$6.82M 1.32% 11

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

Portside Wealth Group's EJAN Position: Q1 2024 in Review

Portside Wealth Group sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q1 2024, closing a stake of 247,538 shares — an estimated $7.1M sold.

Portside Wealth Group first reported a position in EJAN in Q4 2023 and held it in 1 quarter. The position peaked at $7.1M in Q4 2023. 73 funds tracked by Wall St. Rank hold EJAN as of Q1 2024.

  • Portside Wealth Group reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q1 2024 after selling out during the quarter.
  • Portside Wealth Group sold 247,538 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2024, an estimated $7.1M.
  • Portside Wealth Group first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2023 and held it in 1 quarter.
  • Portside Wealth Group's Innovator Emerging Markets Power Buffer ETF January position peaked at $7.1M in Q4 2023.
  • 73 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2024.

Based on Portside Wealth Group's 13F filing for Q1 2024, filed 17 Apr 2024.