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Bogart Wealth LLC’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-100
Closed -$3K – 424
2019
Q4 		$3K Buy
+100
New +$2.92K ﹤0.01% 345

Other funds holding BJAN

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bogart Wealth LLC's BJAN Position: Q1 2020 in Review

Bogart Wealth LLC sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2020, closing a stake of 100 shares — an estimated $3K sold.

Bogart Wealth LLC first reported a position in BJAN in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 38 funds tracked by Wall St. Rank hold BJAN as of Q1 2020.

  • Bogart Wealth LLC reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2020 after selling out during the quarter.
  • Bogart Wealth LLC sold 100 Innovator US Equity Buffer ETF January shares in Q1 2020, an estimated $3K.
  • Bogart Wealth LLC first reported a position in Innovator US Equity Buffer ETF January in Q4 2019 and held it in 1 quarter.
  • Bogart Wealth LLC's Innovator US Equity Buffer ETF January position peaked at $3K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2020.

Based on Bogart Wealth LLC's 13F filing for Q1 2020, filed 20 Apr 2020.