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Realta Investment Advisors’s Innovator Premium Income 20 Barrier ETF January JANH Stock Holding History

Realta Investment Advisors’s Portfolio JANH Stock Details JANH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-180
Closed -$4.46K – 565
2024
Q2 		$4.46K Hold
180
– – ﹤0.01% 729
2024
Q1 		$4.47K Buy
+180
New +$4.49K ﹤0.01% 749

Other funds holding JANH

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Realta Investment Advisors's JANH Position: Q3 2024 in Review

Realta Investment Advisors sold out of Innovator Premium Income 20 Barrier ETF January (JANH) in Q3 2024, closing a stake of 180 shares — an estimated $4.46K sold.

Realta Investment Advisors first reported a position in JANH in Q1 2024 and held it in 2 quarters. The position peaked at $4.47K in Q1 2024. 14 funds tracked by Wall St. Rank hold JANH as of Q3 2024.

  • Realta Investment Advisors reported no remaining Innovator Premium Income 20 Barrier ETF January position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 180 Innovator Premium Income 20 Barrier ETF January shares in Q3 2024, an estimated $4.46K.
  • Realta Investment Advisors first reported a position in Innovator Premium Income 20 Barrier ETF January in Q1 2024 and held it in 2 quarters.
  • Realta Investment Advisors's Innovator Premium Income 20 Barrier ETF January position peaked at $4.47K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF January as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.