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Accuvest Global Advisors’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Accuvest Global Advisors’s Portfolio BJAN Stock Details BJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,898
Closed -$213K – 26
2024
Q1 		$213K Buy
+4,898
New +$207K 0.09% 110
2023
Q4 		– Sell
-15,500
Closed -$569K – 83
2023
Q3 		$569K Hold
15,500
– – 0.31% 55
2023
Q2 		$585K Hold
15,500
– – 0.3% 62
2023
Q1 		$545K Buy
+15,500
New +$532K 0.25% 65

Other funds holding BJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Accuvest Global Advisors's BJAN Position: Q2 2024 in Review

Accuvest Global Advisors sold out of Innovator US Equity Buffer ETF January (BJAN) in Q2 2024, closing a stake of 4,898 shares — an estimated $213K sold.

Accuvest Global Advisors first reported a position in BJAN in Q1 2023 and held it in 4 quarters. The position peaked at $585K in Q2 2023. 104 funds tracked by Wall St. Rank hold BJAN as of Q2 2024.

  • Accuvest Global Advisors reported no remaining Innovator US Equity Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 4,898 Innovator US Equity Buffer ETF January shares in Q2 2024, an estimated $213K.
  • Accuvest Global Advisors first reported a position in Innovator US Equity Buffer ETF January in Q1 2023 and held it in 4 quarters.
  • Accuvest Global Advisors's Innovator US Equity Buffer ETF January position peaked at $585K in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2024.

Based on Accuvest Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.