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EverSource Wealth Advisors’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

EverSource Wealth Advisors’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
Q4 		– Sell
-400
Closed -$18.6K – 3756
2024
Q3 		$18.6K Buy
+400
New +$18.2K ﹤0.01% 1529

Other funds holding BJAN

CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $192M AUM 26.19% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

EverSource Wealth Advisors's BJAN Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Innovator US Equity Buffer ETF January (BJAN) in Q4 2024, closing a stake of 400 shares — an estimated $18.6K sold.

EverSource Wealth Advisors first reported a position in BJAN in Q3 2024 and held it in 1 quarter. The position peaked at $18.6K in Q3 2024. 105 funds tracked by Wall St. Rank hold BJAN as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Innovator US Equity Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 400 Innovator US Equity Buffer ETF January shares in Q4 2024, an estimated $18.6K.
  • EverSource Wealth Advisors first reported a position in Innovator US Equity Buffer ETF January in Q3 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Innovator US Equity Buffer ETF January position peaked at $18.6K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.