Fidelity Investments
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Fidelity Investments’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Fidelity Investments’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
2023
Q4 		– Sell
-3
Closed -$110 – 5441
2023
Q3 		$110 Buy
+3
New +$114 ﹤0.01% 4841

Other funds holding BJAN

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CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
U.S. Capital Wealth Advisors
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Fidelity Investments's BJAN Position: Q4 2023 in Review

Fidelity Investments sold out of Innovator US Equity Buffer ETF January (BJAN) in Q4 2023, closing a stake of 3 shares — an estimated $110 sold.

Fidelity Investments first reported a position in BJAN in Q3 2023 and held it in 1 quarter. The position peaked at $110 in Q3 2023. 88 funds tracked by Wall St. Rank hold BJAN as of Q4 2023.

  • Fidelity Investments reported no remaining Innovator US Equity Buffer ETF January position as of Q4 2023 after selling out during the quarter.
  • Fidelity Investments sold 3 Innovator US Equity Buffer ETF January shares in Q4 2023, an estimated $110.
  • Fidelity Investments first reported a position in Innovator US Equity Buffer ETF January in Q3 2023 and held it in 1 quarter.
  • Fidelity Investments's Innovator US Equity Buffer ETF January position peaked at $110 in Q3 2023.
  • 88 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.