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

TFO 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
-2,446
Closed -$76.5K – 389
2024
Q1 		$76.5K Hold
2,446
– – 0.01% 47
2023
Q4 		$74.4K Hold
2,446
– – 0.02% 52
2023
Q3 		$71.3K Hold
2,446
– – 0.01% 72
2023
Q2 		$71.3K Hold
2,446
– – 0.02% 62
2023
Q1 		$69.6K Buy
2,446
+363
+17% +$10.1K 0.02% 63
2022
Q4 		$56.7K Sell
2,083
-363
-15% -$9.17K 0.01% 56
2022
Q3 		$56K Hold
2,446
– – 0.01% 54
2022
Q2 		$60K Hold
2,446
– – 0.01% 65
2022
Q1 		$64K Hold
2,446
– – 0.01% 71
2021
Q4 		$65K Hold
2,446
– – 0.01% 57
2021
Q3 		$65K Hold
2,446
– – 0.01% 54
2021
Q2 		$66K Hold
2,446
– – 0.01% 40
2021
Q1 		$64K Buy
+2,446
New +$63.3K 0.02% 65

Other funds holding IJAN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 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
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
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
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

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

TFO Wealth Partners sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q2 2024, closing a stake of 2,446 shares — an estimated $76.5K sold.

TFO Wealth Partners first reported a position in IJAN in Q1 2021 and held it in 13 quarters. The position peaked at $76.5K in Q1 2024. 85 funds tracked by Wall St. Rank hold IJAN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Innovator International Developed Power Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2,446 Innovator International Developed Power Buffer ETF January shares in Q2 2024, an estimated $76.5K.
  • TFO Wealth Partners first reported a position in Innovator International Developed Power Buffer ETF January in Q1 2021 and held it in 13 quarters.
  • TFO Wealth Partners's Innovator International Developed Power Buffer ETF January position peaked at $76.5K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q2 2024.

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