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Castleview Partners’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Castleview Partners’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
Q2 		– Sell
-348
Closed -$15.2K – 926
2024
Q1 		$15.2K Hold
348
– – 0.01% 499
2023
Q4 		$14.2K Buy
+348
New +$13.3K 0.01% 477

Other funds holding BJAN

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IIA
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PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
USCWA
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Castleview Partners's BJAN Position: Q2 2024 in Review

Castleview Partners sold out of Innovator US Equity Buffer ETF January (BJAN) in Q2 2024, closing a stake of 348 shares — an estimated $15.2K sold.

Castleview Partners first reported a position in BJAN in Q4 2023 and held it in 2 quarters. The position peaked at $15.2K in Q1 2024. 104 funds tracked by Wall St. Rank hold BJAN as of Q2 2024.

  • Castleview Partners reported no remaining Innovator US Equity Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Castleview Partners sold 348 Innovator US Equity Buffer ETF January shares in Q2 2024, an estimated $15.2K.
  • Castleview Partners first reported a position in Innovator US Equity Buffer ETF January in Q4 2023 and held it in 2 quarters.
  • Castleview Partners's Innovator US Equity Buffer ETF January position peaked at $15.2K in Q1 2024.
  • 104 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2024.

Based on Castleview Partners's 13F filing for Q2 2024, filed 31 Jul 2024.