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

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

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

Commonwealth Equity Services

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

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return