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Wallace Advisory Group’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Wallace Advisory Group’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
-125,689
Closed -$3.6M – 185
2024
Q1 		$3.6M Buy
+125,689
New +$3.57M 2.71% 5

Other funds holding EJAN

HighTower Advisors
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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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 $68.3B AUM 20.5% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 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 $26.4B AUM 21.05% 1-Year Est. Return
CA
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

Wallace Advisory Group's EJAN Position: Q2 2024 in Review

Wallace Advisory Group sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q2 2024, closing a stake of 125,689 shares — an estimated $3.6M sold.

Wallace Advisory Group first reported a position in EJAN in Q1 2024 and held it in 1 quarter. The position peaked at $3.6M in Q1 2024. 66 funds tracked by Wall St. Rank hold EJAN as of Q2 2024.

  • Wallace Advisory Group reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Wallace Advisory Group sold 125,689 Innovator Emerging Markets Power Buffer ETF January shares in Q2 2024, an estimated $3.6M.
  • Wallace Advisory Group first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q1 2024 and held it in 1 quarter.
  • Wallace Advisory Group's Innovator Emerging Markets Power Buffer ETF January position peaked at $3.6M in Q1 2024.
  • 66 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q2 2024.

Based on Wallace Advisory Group's 13F filing for Q2 2024, filed 15 Aug 2024.