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Caitlin John’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Caitlin John’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
Q1 		– Sell
-192
Closed -$7.84K – 892
2023
Q4 		$7.84K Buy
+192
New +$7.34K 0.01% 477

Other funds holding BJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Caitlin John's BJAN Position: Q1 2024 in Review

Caitlin John sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2024, closing a stake of 192 shares — an estimated $7.84K sold.

Caitlin John first reported a position in BJAN in Q4 2023 and held it in 1 quarter. The position peaked at $7.84K in Q4 2023. 106 funds tracked by Wall St. Rank hold BJAN as of Q1 2024.

  • Caitlin John reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2024 after selling out during the quarter.
  • Caitlin John sold 192 Innovator US Equity Buffer ETF January shares in Q1 2024, an estimated $7.84K.
  • Caitlin John first reported a position in Innovator US Equity Buffer ETF January in Q4 2023 and held it in 1 quarter.
  • Caitlin John's Innovator US Equity Buffer ETF January position peaked at $7.84K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2024.

Based on Caitlin John's 13F filing for Q1 2024, filed 27 Jan 2025.