Summit Wealth Partners’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

Summit Wealth Partners’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
2024 Q2	–	Sell	-8,302	Closed	-$260K	–	230
2024 Q1	$260K	Buy	8,302 +141	+2%	+$4.31K	0.06%	195
2023 Q4	$248K	Sell	8,161 -182	-2%	-$5.17K	0.06%	185
2023 Q3	$232K	Sell	8,343 -118	-1%	-$3.4K	0.06%	167
2023 Q2	$246K	Hold	8,461	–	–	0.06%	161
2023 Q1	$241K	Buy	+8,461	New	+$236K	0.06%	166

Other funds holding IJAN

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 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

LIWM

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

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

GSIS

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Summit Wealth Partners's IJAN Position: Q2 2024 in Review

Summit Wealth Partners sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q2 2024, closing a stake of 8,302 shares — an estimated $260K sold.

Summit Wealth Partners first reported a position in IJAN in Q1 2023 and held it in 5 quarters. The position peaked at $260K in Q1 2024. 85 funds tracked by Wall St. Rank hold IJAN as of Q2 2024.

Summit Wealth Partners reported no remaining Innovator International Developed Power Buffer ETF January position as of Q2 2024 after selling out during the quarter.
Summit Wealth Partners sold 8,302 Innovator International Developed Power Buffer ETF January shares in Q2 2024, an estimated $260K.
Summit Wealth Partners first reported a position in Innovator International Developed Power Buffer ETF January in Q1 2023 and held it in 5 quarters.
Summit Wealth Partners's Innovator International Developed Power Buffer ETF January position peaked at $260K in Q1 2024.
85 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q2 2024.

Based on Summit Wealth Partners's 13F filing for Q2 2024, filed 11 Sep 2024.