U.S. Capital Wealth Advisors’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

U.S. Capital Wealth Advisors’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
2025 Q1	–	Sell	-8,404	Closed	-$254K	–	869
2024 Q4	$254K	Buy	8,404 +1,036	+14%	+$32.7K	0.01%	720
2024 Q3	$243K	Sell	7,368 -454	-6%	-$14.6K	0.01%	633
2024 Q2	$246K	Sell	7,822 -739	-9%	-$23.1K	0.01%	604
2024 Q1	$268K	Sell	8,561 -1,558	-15%	-$47.6K	0.01%	591
2023 Q4	$308K	Sell	10,119 -582	-5%	-$16.5K	0.01%	548
2023 Q3	$298K	Sell	10,701 -3,938	-27%	-$113K	0.01%	521
2023 Q2	$426K	Buy	14,639 +2,216	+18%	+$63.9K	0.02%	466
2023 Q1	$353K	Buy	+12,423	New	+$346K	0.02%	503

Other funds holding IJAN

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

LIWM

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

HWM

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

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

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

U.S. Capital Wealth Advisors's IJAN Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q1 2025, closing a stake of 8,404 shares — an estimated $254K sold.

U.S. Capital Wealth Advisors first reported a position in IJAN in Q1 2023 and held it in 8 quarters. The position peaked at $426K in Q2 2023. 93 funds tracked by Wall St. Rank hold IJAN as of Q1 2025.

U.S. Capital Wealth Advisors reported no remaining Innovator International Developed Power Buffer ETF January position as of Q1 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 8,404 Innovator International Developed Power Buffer ETF January shares in Q1 2025, an estimated $254K.
U.S. Capital Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF January in Q1 2023 and held it in 8 quarters.
U.S. Capital Wealth Advisors's Innovator International Developed Power Buffer ETF January position peaked at $426K in Q2 2023.
93 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.