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Realta Investment Advisors’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Realta Investment Advisors’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
2023
Q4 		– Sell
-3,550
Closed -$101K – 509
2023
Q3 		$101K Hold
3,550
– – 0.02% 459
2023
Q2 		$101K Buy
+3,550
New +$99.8K 0.02% 484

Other funds holding EJAN

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Realta Investment Advisors's EJAN Position: Q4 2023 in Review

Realta Investment Advisors sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q4 2023, closing a stake of 3,550 shares — an estimated $101K sold.

Realta Investment Advisors first reported a position in EJAN in Q2 2023 and held it in 2 quarters. The position peaked at $101K in Q3 2023. 86 funds tracked by Wall St. Rank hold EJAN as of Q4 2023.

  • Realta Investment Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 3,550 Innovator Emerging Markets Power Buffer ETF January shares in Q4 2023, an estimated $101K.
  • Realta Investment Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q2 2023 and held it in 2 quarters.
  • Realta Investment Advisors's Innovator Emerging Markets Power Buffer ETF January position peaked at $101K in Q3 2023.
  • 86 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.