Smith Salley Wealth Management’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

Smith Salley Wealth Management’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
2021 Q1	–	Sell	-20,238	Closed	-$517K	–	233
2020 Q4	$517K	Buy	+20,238	New	+$499K	0.05%	154

Other funds holding IJAN

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

AIA

Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Smith Salley Wealth Management's IJAN Position: Q1 2021 in Review

Smith Salley Wealth Management sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q1 2021, closing a stake of 20,238 shares — an estimated $517K sold.

Smith Salley Wealth Management first reported a position in IJAN in Q4 2020 and held it in 1 quarter. The position peaked at $517K in Q4 2020. 33 funds tracked by Wall St. Rank hold IJAN as of Q1 2021.

Smith Salley Wealth Management reported no remaining Innovator International Developed Power Buffer ETF January position as of Q1 2021 after selling out during the quarter.
Smith Salley Wealth Management sold 20,238 Innovator International Developed Power Buffer ETF January shares in Q1 2021, an estimated $517K.
Smith Salley Wealth Management first reported a position in Innovator International Developed Power Buffer ETF January in Q4 2020 and held it in 1 quarter.
Smith Salley Wealth Management's Innovator International Developed Power Buffer ETF January position peaked at $517K in Q4 2020.
33 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q1 2021.

Based on Smith Salley Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.