SAG
EJAN icon

SageView Advisory Group’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

SageView Advisory 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
2025
Q4 		$3.77M Buy
+111,525
New +$3.73M 0.13% 98
2024
Q2 		– Sell
-49,832
Closed -$1.25M – 584
2024
Q1 		$1.25M Buy
49,832
+42,343
+565% +$1.2M 0.06% 168
2023
Q4 		$209K Buy
+7,489
New +$206K 0.01% 600
2023
Q3 		– Sell
-12,531
Closed -$356K – 527
2023
Q2 		$356K Sell
12,531
-2,207
-15% -$62.1K 0.02% 414
2023
Q1 		$415K Buy
14,738
+211
+1% +$5.94K 0.03% 336
2022
Q4 		$395K Buy
+14,527
New +$381K 0.03% 277

Other funds holding EJAN

LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return