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

Other funds holding EJAN

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

WAG

Wallace Advisory Group Lafayette, California $106M AUM 28.04% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WealthPLAN Partners's EJAN Position: Q1 2024 in Review

WealthPLAN Partners sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q1 2024, closing a stake of 16,344 shares — an estimated $469K sold.

WealthPLAN Partners first reported a position in EJAN in Q4 2020 and held it in 7 quarters. The position peaked at $968K in Q1 2021. 73 funds tracked by Wall St. Rank hold EJAN as of Q1 2024.

WealthPLAN Partners reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q1 2024 after selling out during the quarter.
WealthPLAN Partners sold 16,344 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2024, an estimated $469K.
WealthPLAN Partners first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2020 and held it in 7 quarters.
WealthPLAN Partners's Innovator Emerging Markets Power Buffer ETF January position peaked at $968K in Q1 2021.
73 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.