U.S. Capital Wealth Advisors’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

U.S. Capital 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
2024 Q2	–	Sell	-7,664	Closed	-$222K	–	682
2024 Q1	$222K	Sell	7,664 -1,647	-18%	-$46.8K	0.01%	626
2023 Q4	$267K	Sell	9,311 -5,546	-37%	-$153K	0.01%	577
2023 Q3	$407K	Buy	14,857 +56	+0.4%	+$1.59K	0.02%	462
2023 Q2	$420K	Buy	14,801 +70	+0.5%	+$1.97K	0.02%	469
2023 Q1	$415K	Buy	+14,731	New	+$415K	0.02%	468

Other funds holding EJAN

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HWM

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's EJAN Position: Q2 2024 in Review

U.S. Capital Wealth Advisors sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q2 2024, closing a stake of 7,664 shares — an estimated $222K sold.

U.S. Capital Wealth Advisors first reported a position in EJAN in Q1 2023 and held it in 5 quarters. The position peaked at $420K in Q2 2023. 66 funds tracked by Wall St. Rank hold EJAN as of Q2 2024.

U.S. Capital Wealth Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q2 2024 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 7,664 Innovator Emerging Markets Power Buffer ETF January shares in Q2 2024, an estimated $222K.
U.S. Capital Wealth Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q1 2023 and held it in 5 quarters.
U.S. Capital Wealth Advisors's Innovator Emerging Markets Power Buffer ETF January position peaked at $420K in Q2 2023.
66 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q2 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.