Bank of Montreal
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Bank of Montreal’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Bank of Montreal’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
-2,751
Closed -$89.2K – 3541
2024
Q3 		$89.2K Buy
+2,751
New +$125K ﹤0.01% 3278
2021
Q4 		– Sell
-5
Closed – – 3512
2021
Q3 		$0 Buy
+5
New +$181 ﹤0.01% 3810

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 $8.52B AUM 37.76% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Bank of Montreal's BJAN Position: Q4 2024 in Review

Bank of Montreal sold out of Innovator US Equity Buffer ETF January (BJAN) in Q4 2024, closing a stake of 2,751 shares — an estimated $89.2K sold.

Bank of Montreal first reported a position in BJAN in Q3 2021 and held it in 2 quarters. The position peaked at $89.2K in Q3 2024. 105 funds tracked by Wall St. Rank hold BJAN as of Q4 2024.

  • Bank of Montreal reported no remaining Innovator US Equity Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 2,751 Innovator US Equity Buffer ETF January shares in Q4 2024, an estimated $89.2K.
  • Bank of Montreal first reported a position in Innovator US Equity Buffer ETF January in Q3 2021 and held it in 2 quarters.
  • Bank of Montreal's Innovator US Equity Buffer ETF January position peaked at $89.2K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.