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EJAN icon

WealthPLAN Partners’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

WealthPLAN Partners’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
Q1 		– Sell
-16,344
Closed -$469K – 324
2023
Q4 		$469K Buy
+16,344
New +$451K 0.05% 222
2023
Q3 		– Sell
-5,255
Closed -$149K – 528
2023
Q2 		$149K Sell
5,255
-72
-1% -$2.02K 0.02% 335
2023
Q1 		$150K Buy
+5,327
New +$150K 0.02% 355
2022
Q1 		– Sell
-7,147
Closed -$211K – 387
2021
Q4 		$211K Sell
7,147
-1,268
-15% -$37.9K 0.01% 359
2021
Q3 		$249K Buy
+8,415
New +$256K 0.02% 338
2021
Q2 		– Sell
-31,777
Closed -$968K – 359
2021
Q1 		$968K Buy
31,777
+9,560
+43% +$290K 0.08% 148
2020
Q4 		$679K Buy
+22,217
New +$633K 0.06% 177

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SI
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GI
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LNC
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PCS
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WAG
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CA
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LIWM
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return