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Financial Enhancement Group’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Financial Enhancement Group’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
2021
Q1 		– Sell
-574
Closed -$19K – 275
2020
Q4 		$19K Sell
574
-537,526
-100% -$16.9M ﹤0.01% 177
2020
Q3 		$16.2M Sell
538,100
-5,161
-1% -$154K 3.76% 5
2020
Q2 		$15.4M Buy
543,261
+50,488
+10% +$1.37M 3.88% 6
2020
Q1 		$12.2M Buy
+492,773
New +$13.7M 3.62% 6

Other funds holding BJAN

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Financial Enhancement Group's BJAN Position: Q1 2021 in Review

Financial Enhancement Group sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2021, closing a stake of 574 shares — an estimated $19K sold.

Financial Enhancement Group first reported a position in BJAN in Q1 2020 and held it in 4 quarters. The position peaked at $16.2M in Q3 2020. 52 funds tracked by Wall St. Rank hold BJAN as of Q1 2021.

  • Financial Enhancement Group reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2021 after selling out during the quarter.
  • Financial Enhancement Group sold 574 Innovator US Equity Buffer ETF January shares in Q1 2021, an estimated $19K.
  • Financial Enhancement Group first reported a position in Innovator US Equity Buffer ETF January in Q1 2020 and held it in 4 quarters.
  • Financial Enhancement Group's Innovator US Equity Buffer ETF January position peaked at $16.2M in Q3 2020.
  • 52 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2021.

Based on Financial Enhancement Group's 13F filing for Q1 2021, filed 10 May 2021.