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Summit Wealth Partners’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Summit Wealth Partners’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
2024
Q1 		– Sell
-7,137
Closed -$205K – 223
2023
Q4 		$205K Buy
+7,137
New +$197K 0.05% 204
2023
Q3 		– Sell
-7,137
Closed -$203K – 187
2023
Q2 		$203K Hold
7,137
– – 0.05% 177
2023
Q1 		$201K Buy
+7,137
New +$201K 0.05% 182

Other funds holding EJAN

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Summit Wealth Partners's EJAN Position: Q1 2024 in Review

Summit Wealth Partners sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q1 2024, closing a stake of 7,137 shares — an estimated $205K sold.

Summit Wealth Partners first reported a position in EJAN in Q1 2023 and held it in 3 quarters. The position peaked at $205K in Q4 2023. 73 funds tracked by Wall St. Rank hold EJAN as of Q1 2024.

  • Summit Wealth Partners reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q1 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 7,137 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2024, an estimated $205K.
  • Summit Wealth Partners first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q1 2023 and held it in 3 quarters.
  • Summit Wealth Partners's Innovator Emerging Markets Power Buffer ETF January position peaked at $205K in Q4 2023.
  • 73 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2024.

Based on Summit Wealth Partners's 13F filing for Q1 2024, filed 11 Sep 2024.