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Secured Retirement Advisors’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

Secured Retirement 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
-17,782
Closed -$559K – 124
2024
Q2 		$559K Buy
17,782
+3,079
+21% +$96.4K 0.44% 68
2024
Q1 		$460K Buy
+14,703
New +$449K 0.39% 73

Other funds holding IJAN

GI
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
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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Secured Retirement Advisors's IJAN Position: Q3 2024 in Review

Secured Retirement Advisors sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q3 2024, closing a stake of 17,782 shares — an estimated $559K sold.

Secured Retirement Advisors first reported a position in IJAN in Q1 2024 and held it in 2 quarters. The position peaked at $559K in Q2 2024. 89 funds tracked by Wall St. Rank hold IJAN as of Q3 2024.

  • Secured Retirement Advisors reported no remaining Innovator International Developed Power Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 17,782 Innovator International Developed Power Buffer ETF January shares in Q3 2024, an estimated $559K.
  • Secured Retirement Advisors first reported a position in Innovator International Developed Power Buffer ETF January in Q1 2024 and held it in 2 quarters.
  • Secured Retirement Advisors's Innovator International Developed Power Buffer ETF January position peaked at $559K in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q3 2024.

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