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XML Financial’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

XML Financial’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
2022
Q1 		– Sell
-24,261
Closed -$718K – 335
2021
Q4 		$718K Sell
24,261
-736
-3% -$22K 0.09% 176
2021
Q3 		$748K Sell
24,997
-85,340
-77% -$2.59M 0.1% 166
2021
Q2 		$3.43M Sell
110,337
-1,905
-2% -$58.5K 0.75% 38
2021
Q1 		$3.4M Buy
+112,242
New +$3.4M 0.83% 32

Other funds holding EJAN

CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

XML Financial's EJAN Position: Q1 2022 in Review

XML Financial sold out of Innovator Emerging Markets Power Buffer ETF January (EJAN) in Q1 2022, closing a stake of 24,261 shares — an estimated $718K sold.

XML Financial first reported a position in EJAN in Q1 2021 and held it in 4 quarters. The position peaked at $3.43M in Q2 2021. 50 funds tracked by Wall St. Rank hold EJAN as of Q1 2022.

  • XML Financial reported no remaining Innovator Emerging Markets Power Buffer ETF January position as of Q1 2022 after selling out during the quarter.
  • XML Financial sold 24,261 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2022, an estimated $718K.
  • XML Financial first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q1 2021 and held it in 4 quarters.
  • XML Financial's Innovator Emerging Markets Power Buffer ETF January position peaked at $3.43M in Q2 2021.
  • 50 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2022.

Based on XML Financial's 13F filing for Q1 2022, filed 2 May 2022.