Avantax Advisory Services’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Avantax Advisory Services’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
2020 Q4	–	Sell	-67,336	Closed	-$2.03M	–	974
2020 Q3	$2.03M	Buy	+67,336	New	+$2.01M	0.03%	364

Other funds holding BJAN

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Avantax Advisory Services's BJAN Position: Q4 2020 in Review

Avantax Advisory Services sold out of Innovator US Equity Buffer ETF January (BJAN) in Q4 2020, closing a stake of 67,336 shares — an estimated $2.03M sold.

Avantax Advisory Services first reported a position in BJAN in Q3 2020 and held it in 1 quarter. The position peaked at $2.03M in Q3 2020. 44 funds tracked by Wall St. Rank hold BJAN as of Q4 2020.

Avantax Advisory Services reported no remaining Innovator US Equity Buffer ETF January position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 67,336 Innovator US Equity Buffer ETF January shares in Q4 2020, an estimated $2.03M.
Avantax Advisory Services first reported a position in Innovator US Equity Buffer ETF January in Q3 2020 and held it in 1 quarter.
Avantax Advisory Services's Innovator US Equity Buffer ETF January position peaked at $2.03M in Q3 2020.
44 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.