AG
BJAN icon

Advisor Group’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Advisor Group’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
2019
Q4 		$667K Buy
22,900
+4,997
+28% +$146K ﹤0.01% 1467
2019
Q3 		$521K Buy
17,903
+10,033
+127% +$290K ﹤0.01% 1590
2019
Q2 		$226K Sell
7,870
-36,076
-82% -$1.02M ﹤0.01% 2211
2019
Q1 		$1.22M Buy
+43,946
New +$1.18M 0.01% 973

Other funds holding BJAN

MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's BJAN Position: Q4 2019 in Review

Advisor Group increased its Innovator US Equity Buffer ETF January (BJAN) stake by 28% in Q4 2019, buying an estimated $146K and bringing the position to 22,900 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Advisor Group first reported a position in BJAN in Q1 2019 and has held it in 4 quarters since. The position peaked at $1.22M in Q1 2019. 15 funds tracked by Wall St. Rank hold BJAN as of Q4 2019.

  • Advisor Group held 22,900 shares of Innovator US Equity Buffer ETF January worth $667K as of Q4 2019.
  • Advisor Group bought 4,997 Innovator US Equity Buffer ETF January shares in Q4 2019, an estimated $146K.
  • Innovator US Equity Buffer ETF January made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1467 holding.
  • Advisor Group first reported a position in Innovator US Equity Buffer ETF January in Q1 2019 and has held it in 4 quarters since.
  • Advisor Group's Innovator US Equity Buffer ETF January position peaked at $1.22M in Q1 2019.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.