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Flagship Private Wealth’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Flagship Private Wealth’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
Q3 		– Sell
-2,929
Closed -$106K – 95
2021
Q2 		$106K Hold
2,929
– – 0.08% 96
2021
Q1 		$101K Hold
2,929
– – 0.08% 89
2020
Q4 		$95.3K Buy
+2,929
New +$92.2K 0.09% 89

Other funds holding BJAN

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Flagship Private Wealth's BJAN Position: Q3 2021 in Review

Flagship Private Wealth sold out of Innovator US Equity Buffer ETF January (BJAN) in Q3 2021, closing a stake of 2,929 shares — an estimated $106K sold.

Flagship Private Wealth first reported a position in BJAN in Q4 2020 and held it in 3 quarters. The position peaked at $106K in Q2 2021. 54 funds tracked by Wall St. Rank hold BJAN as of Q3 2021.

  • Flagship Private Wealth reported no remaining Innovator US Equity Buffer ETF January position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 2,929 Innovator US Equity Buffer ETF January shares in Q3 2021, an estimated $106K.
  • Flagship Private Wealth first reported a position in Innovator US Equity Buffer ETF January in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's Innovator US Equity Buffer ETF January position peaked at $106K in Q2 2021.
  • 54 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.