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	–	1981
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

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

IIA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

USCWA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Seros Financial Tempe, Arizona $192M AUM 26.19% 1-Year Est. Return

SCA

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

Atria Wealth Solutions's BJAN Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Innovator US Equity Buffer ETF January (BJAN) in Q4 2024, closing a stake of 7,436 shares — an estimated $346K sold.

Atria Wealth Solutions first reported a position in BJAN in Q1 2022 and held it in 11 quarters. The position peaked at $775K in Q1 2022. 105 funds tracked by Wall St. Rank hold BJAN as of Q4 2024.

Atria Wealth Solutions reported no remaining Innovator US Equity Buffer ETF January position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 7,436 Innovator US Equity Buffer ETF January shares in Q4 2024, an estimated $346K.
Atria Wealth Solutions first reported a position in Innovator US Equity Buffer ETF January in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's Innovator US Equity Buffer ETF January position peaked at $775K in Q1 2022.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.