TWP
EJAN icon

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

TFO 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
Q2 		– Sell
-2,083
Closed -$60.3K – 261
2024
Q1 		$60.3K Hold
2,083
– – 0.01% 52
2023
Q4 		$59.7K Hold
2,083
– – 0.01% 55
2023
Q3 		$59.1K Hold
2,083
– – 0.01% 81
2023
Q2 		$59.1K Hold
2,083
– – 0.01% 70
2023
Q1 		$58.7K Buy
2,083
+13
+0.6% +$366 0.01% 66
2022
Q4 		$65.2K Sell
2,070
-13
-0.6% -$341 0.02% 51
2022
Q3 		$52K Hold
2,083
– – 0.01% 56
2022
Q2 		$56K Hold
2,083
– – 0.01% 66
2022
Q1 		$59K Hold
2,083
– – 0.01% 73
2021
Q4 		$62K Hold
2,083
– – 0.01% 59
2021
Q3 		$62K Hold
2,083
– – 0.01% 55
2021
Q2 		$65K Hold
2,083
– – 0.01% 41
2021
Q1 		$63K Buy
+2,083
New +$63.1K 0.02% 66

Other funds holding EJAN

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

TFO Wealth Partners's EJAN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q2 2024, closing a stake of 2,083 shares — an estimated $60.3K sold.

TFO Wealth Partners first reported a position in EJAN in Q1 2021 and held it in 13 quarters. The position peaked at $65.2K in Q4 2022. 66 funds tracked by Wall St. Rank hold EJAN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2,083 Innovator Emerging Markets Power Buffer ETF January shares in Q2 2024, an estimated $60.3K.
  • TFO Wealth Partners first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q1 2021 and held it in 13 quarters.
  • TFO Wealth Partners's Innovator Emerging Markets Power Buffer ETF January position peaked at $65.2K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.