Frontier Wealth Management’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Frontier Wealth Management’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
2022 Q2	$268K	Hold	8,343	–	–	0.02%	314
2022 Q1	$295K	Hold	8,343	–	–	﹤0.01%	309
2021 Q4	$311K	Hold	8,343	–	–	0.02%	323
2021 Q3	$301K	Hold	8,343	–	–	0.02%	329
2021 Q2	$299K	Hold	8,343	–	–	0.02%	332
2021 Q1	$285K	Buy	+8,343	New	+$278K	0.02%	309

Other funds holding BJAN

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Frontier Wealth Management's BJAN Position: Q2 2022 in Review

Frontier Wealth Management held its Innovator US Equity Buffer ETF January (BJAN) position steady in Q2 2022 at 8,343 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #314.

Frontier Wealth Management first reported a position in BJAN in Q1 2021 and has held it in 6 quarters since. The position peaked at $311K in Q4 2021. 80 funds tracked by Wall St. Rank hold BJAN as of Q2 2022.

Frontier Wealth Management held 8,343 shares of Innovator US Equity Buffer ETF January worth $268K as of Q2 2022.
Frontier Wealth Management left its Innovator US Equity Buffer ETF January share count unchanged in Q2 2022.
Innovator US Equity Buffer ETF January made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #314 holding.
Frontier Wealth Management first reported a position in Innovator US Equity Buffer ETF January in Q1 2021 and has held it in 6 quarters since.
Frontier Wealth Management's Innovator US Equity Buffer ETF January position peaked at $311K in Q4 2021.
80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.