BWM
BCS Wealth Management’s Innovator US Equity Buffer ETF January BJAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
7,300
-767
| -10% | -$38.6K | 0.08% | 185 |
|
|
2025
Q1 | $376K | Buy |
8,067
+85
| +1% | +$3.96K | 0.1% | 174 |
|
|
2024
Q4 | $383K | Sell |
7,982
-395
| -5% | -$19K | 0.1% | 177 |
|
|
2024
Q3 | $390K | Hold |
8,377
| – | – | 0.17% | 115 |
|
|
2024
Q2 | $378K | Sell |
8,377
-31
| -0.4% | -$1.4K | 0.18% | 110 |
|
|
2024
Q1 | $366K | Buy |
+8,408
| New | +$366K | 0.12% | 170 |
|