Sound View Wealth Advisors Group’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

Sound View Wealth Advisors Group’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
2023 Q3	–	Sell	-7,213	Closed	-$210K	–	373
2023 Q2	$210K	Hold	7,213	–	–	0.03%	346
2023 Q1	$205K	Buy	+7,213	New	+$201K	0.03%	350

Other funds holding IJAN

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CAG

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

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

Sound View Wealth Advisors Group's IJAN Position: Q3 2023 in Review

Sound View Wealth Advisors Group sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q3 2023, closing a stake of 7,213 shares — an estimated $210K sold.

Sound View Wealth Advisors Group first reported a position in IJAN in Q1 2023 and held it in 2 quarters. The position peaked at $210K in Q2 2023. 61 funds tracked by Wall St. Rank hold IJAN as of Q3 2023.

Sound View Wealth Advisors Group reported no remaining Innovator International Developed Power Buffer ETF January position as of Q3 2023 after selling out during the quarter.
Sound View Wealth Advisors Group sold 7,213 Innovator International Developed Power Buffer ETF January shares in Q3 2023, an estimated $210K.
Sound View Wealth Advisors Group first reported a position in Innovator International Developed Power Buffer ETF January in Q1 2023 and held it in 2 quarters.
Sound View Wealth Advisors Group's Innovator International Developed Power Buffer ETF January position peaked at $210K in Q2 2023.
61 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q3 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2023, filed 7 Nov 2023.