Stratos Wealth Advisors’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Stratos Wealth 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
2023 Q3	–	Sell	-22,832	Closed	-$648K	–	682
2023 Q2	$648K	Sell	22,832 -2,686	-11%	-$75.5K	0.05%	380
2023 Q1	$719K	Sell	25,518 -1,723	-6%	-$48.5K	0.06%	352
2022 Q4	$741K	Sell	27,241 -2,978	-10%	-$78K	0.06%	331
2022 Q3	$753K	Buy	30,219 +490	+2%	+$13.2K	0.08%	287
2022 Q2	$805K	Buy	29,729 +5,968	+25%	+$164K	0.07%	296
2022 Q1	$675K	Buy	+23,761	New	+$689K	0.05%	328

Other funds holding EJAN

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Stratos Wealth Advisors's EJAN Position: Q3 2023 in Review

Stratos Wealth Advisors sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q3 2023, closing a stake of 22,832 shares — an estimated $648K sold.

Stratos Wealth Advisors first reported a position in EJAN in Q1 2022 and held it in 6 quarters. The position peaked at $805K in Q2 2022. 56 funds tracked by Wall St. Rank hold EJAN as of Q3 2023.

Stratos Wealth Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q3 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 22,832 Innovator Emerging Markets Power Buffer ETF January shares in Q3 2023, an estimated $648K.
Stratos Wealth Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q1 2022 and held it in 6 quarters.
Stratos Wealth Advisors's Innovator Emerging Markets Power Buffer ETF January position peaked at $805K in Q2 2022.
56 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q3 2023.

Based on Stratos Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.