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Coppell Advisory Solutions’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-302
Closed -$14.5K – 496
2024
Q4 		$14.5K Hold
302
– – ﹤0.01% 984
2024
Q3 		$14K Buy
+302
New +$13.8K ﹤0.01% 985

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IIA
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HighTower Advisors
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MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Coppell Advisory Solutions's BJAN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2025, closing a stake of 302 shares — an estimated $14.5K sold.

Coppell Advisory Solutions first reported a position in BJAN in Q3 2024 and held it in 2 quarters. The position peaked at $14.5K in Q4 2024. 105 funds tracked by Wall St. Rank hold BJAN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 302 Innovator US Equity Buffer ETF January shares in Q1 2025, an estimated $14.5K.
  • Coppell Advisory Solutions first reported a position in Innovator US Equity Buffer ETF January in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Innovator US Equity Buffer ETF January position peaked at $14.5K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.