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WealthPlan Investment Management’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

WealthPlan Investment Management’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
2026
Q2 		$322K Buy
8,934
+294
+3% +$10.5K 0.02% 389
2026
Q1 		$293K Sell
8,640
-77
-0.9% -$2.66K 0.02% 396
2025
Q4 		$295K Buy
+8,717
New +$292K 0.02% 317

Other funds holding EJAN

AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WealthPlan Investment Management's EJAN Position: Q2 2026 in Review

WealthPlan Investment Management increased its Innovator Emerging Markets Power Buffer ETF January (EJAN) stake by 3.4% in Q2 2026, buying an estimated $10.5K and bringing the position to 8,934 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #389.

WealthPlan Investment Management first reported a position in EJAN in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold EJAN as of Q2 2026.

  • WealthPlan Investment Management held 8,934 shares of Innovator Emerging Markets Power Buffer ETF January worth $322K as of Q2 2026.
  • WealthPlan Investment Management bought 294 Innovator Emerging Markets Power Buffer ETF January shares in Q2 2026, an estimated $10.5K.
  • Innovator Emerging Markets Power Buffer ETF January made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #389 holding.
  • WealthPlan Investment Management first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.