Atria Wealth Solutions’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Atria Wealth Solutions’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 Q4	–	Sell	-7,436	Closed	-$346K	–	1982
2024 Q3	$346K	Sell	7,436 -44	-0.6%	-$2.01K	﹤0.01%	1427
2024 Q2	$337K	Hold	7,480	–	–	﹤0.01%	1442
2024 Q1	$326K	Sell	7,480 -4,637	-38%	-$196K	﹤0.01%	1504
2023 Q4	$495K	Sell	12,117 -7	-0.1%	-$268	0.01%	1219
2023 Q3	$445K	Hold	12,124	–	–	0.01%	1184
2023 Q2	$457K	Hold	12,124	–	–	0.01%	1205
2023 Q1	$426K	Buy	12,124 +2,128	+21%	+$73.1K	0.01%	1218
2022 Q4	$330K	Sell	9,996 -7,242	-42%	-$240K	0.01%	1307
2022 Q3	$535K	Sell	17,238 -5,906	-26%	-$198K	0.01%	983
2022 Q2	$744K	Buy	23,144 +1,701	+8%	+$57.5K	0.01%	823
2022 Q1	$775K	Buy	+21,443	New	+$765K	0.01%	832

Other funds holding BJAN

Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return