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First Heartland Consultants’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

First Heartland Consultants’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
-4,354
Closed -$209K – 441
2024
Q4 		$209K Sell
4,354
-336
-7% -$15.9K 0.02% 425
2024
Q3 		$218K Buy
4,690
+39
+0.8% +$1.78K 0.02% 414
2024
Q2 		$210K Hold
4,651
– – 0.01% 417
2024
Q1 		$203K Buy
+4,651
New +$196K 0.02% 407

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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

First Heartland Consultants's BJAN Position: Q1 2025 in Review

First Heartland Consultants sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2025, closing a stake of 4,354 shares — an estimated $209K sold.

First Heartland Consultants first reported a position in BJAN in Q1 2024 and held it in 4 quarters. The position peaked at $218K in Q3 2024. 105 funds tracked by Wall St. Rank hold BJAN as of Q1 2025.

  • First Heartland Consultants reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • First Heartland Consultants sold 4,354 Innovator US Equity Buffer ETF January shares in Q1 2025, an estimated $209K.
  • First Heartland Consultants first reported a position in Innovator US Equity Buffer ETF January in Q1 2024 and held it in 4 quarters.
  • First Heartland Consultants's Innovator US Equity Buffer ETF January position peaked at $218K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2025.

Based on First Heartland Consultants's 13F filing for Q1 2025, filed 7 May 2025.