Elmwood Wealth Management’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Elmwood Wealth Management’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
2019 Q2	–	Sell	-8,105	Closed	-$225K	–	279
2019 Q1	$225K	Buy	+8,105	New	+$218K	0.21%	79

Other funds holding BJAN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Elmwood Wealth Management's BJAN Position: Q2 2019 in Review

Elmwood Wealth Management sold out of Innovator US Equity Buffer ETF January (BJAN) in Q2 2019, closing a stake of 8,105 shares — an estimated $225K sold.

Elmwood Wealth Management first reported a position in BJAN in Q1 2019 and held it in 1 quarter. The position peaked at $225K in Q1 2019. 10 funds tracked by Wall St. Rank hold BJAN as of Q2 2019.

Elmwood Wealth Management reported no remaining Innovator US Equity Buffer ETF January position as of Q2 2019 after selling out during the quarter.
Elmwood Wealth Management sold 8,105 Innovator US Equity Buffer ETF January shares in Q2 2019, an estimated $225K.
Elmwood Wealth Management first reported a position in Innovator US Equity Buffer ETF January in Q1 2019 and held it in 1 quarter.
Elmwood Wealth Management's Innovator US Equity Buffer ETF January position peaked at $225K in Q1 2019.
10 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2019.

Based on Elmwood Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.