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

Soltis 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
2021
Q1 		– Sell
-8,469
Closed -$254K – 221
2020
Q4 		$254K Buy
8,469
+665
+9% +$18.9K 0.05% 194
2020
Q3 		$211K Buy
+7,804
New +$211K 0.05% 188

Other funds holding EJAN

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Soltis Investment Advisors's EJAN Position: Q1 2021 in Review

Soltis Investment Advisors sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q1 2021, closing a stake of 8,469 shares — an estimated $254K sold.

Soltis Investment Advisors first reported a position in EJAN in Q3 2020 and held it in 2 quarters. The position peaked at $254K in Q4 2020. 50 funds tracked by Wall St. Rank hold EJAN as of Q1 2021.

  • Soltis Investment Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q1 2021 after selling out during the quarter.
  • Soltis Investment Advisors sold 8,469 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2021, an estimated $254K.
  • Soltis Investment Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q3 2020 and held it in 2 quarters.
  • Soltis Investment Advisors's Innovator Emerging Markets Power Buffer ETF January position peaked at $254K in Q4 2020.
  • 50 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2021.

Based on Soltis Investment Advisors's 13F filing for Q1 2021, filed 11 May 2021.