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Whipplewood Advisors’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Whipplewood Advisors’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
Q1 		$48.3K Hold
1,424
– – 0.03% 269
2025
Q4 		$48.1K Hold
1,424
– – 0.03% 202
2025
Q3 		$47.3K Hold
1,424
– – 0.03% 199
2025
Q2 		$45.6K Sell
1,424
-1,349
-49% -$41.4K 0.03% 326
2025
Q1 		$43.1K Buy
2,773
+1,342
+94% +$40.3K 0.03% 327
2024
Q4 		$42.1K Buy
+1,431
New +$43.9K 0.02% 330

Other funds holding EJAN

LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $930M AUM 16.6% 1-Year Est. Return

Whipplewood Advisors's EJAN Position: Q1 2026 in Review

Whipplewood Advisors held its Innovator Emerging Markets Power Buffer ETF January (EJAN) position steady in Q1 2026 at 1,424 shares worth $48.3K. The position accounts for 0.03% of the portfolio, ranked #269.

Whipplewood Advisors first reported a position in EJAN in Q4 2024 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold EJAN as of Q1 2026.

  • Whipplewood Advisors held 1,424 shares of Innovator Emerging Markets Power Buffer ETF January worth $48.3K as of Q1 2026.
  • Whipplewood Advisors left its Innovator Emerging Markets Power Buffer ETF January share count unchanged in Q1 2026.
  • Innovator Emerging Markets Power Buffer ETF January made up 0.03% of Whipplewood Advisors's portfolio in Q1 2026, its #269 holding.
  • Whipplewood Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2024 and has held it in 6 quarters since.
  • 88 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.