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Calton & Associates’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Calton & Associates’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
2022
Q2 		– Sell
-7,504
Closed -$271K – 252
2022
Q1 		$271K Buy
+7,504
New +$268K 0.08% 279

Other funds holding BJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Calton & Associates's BJAN Position: Q2 2022 in Review

Calton & Associates sold out of Innovator US Equity Buffer ETF January (BJAN) in Q2 2022, closing a stake of 7,504 shares — an estimated $271K sold.

Calton & Associates first reported a position in BJAN in Q1 2022 and held it in 1 quarter. The position peaked at $271K in Q1 2022. 80 funds tracked by Wall St. Rank hold BJAN as of Q2 2022.

  • Calton & Associates reported no remaining Innovator US Equity Buffer ETF January position as of Q2 2022 after selling out during the quarter.
  • Calton & Associates sold 7,504 Innovator US Equity Buffer ETF January shares in Q2 2022, an estimated $271K.
  • Calton & Associates first reported a position in Innovator US Equity Buffer ETF January in Q1 2022 and held it in 1 quarter.
  • Calton & Associates's Innovator US Equity Buffer ETF January position peaked at $271K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2022.

Based on Calton & Associates's 13F filing for Q2 2022, filed 12 Jul 2022.