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Institutional & Family Asset Management’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Institutional & Family Asset 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
2021
Q1 		– Sell
-1,640
Closed -$54K – 934
2020
Q4 		$54K Buy
+1,640
New +$51.6K 0.01% 313

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 $712M AUM 25.3% 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 $68.3B AUM 20.5% 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 $3.66B AUM 14.99% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Institutional & Family Asset Management's BJAN Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2021, closing a stake of 1,640 shares — an estimated $54K sold.

Institutional & Family Asset Management first reported a position in BJAN in Q4 2020 and held it in 1 quarter. The position peaked at $54K in Q4 2020. 52 funds tracked by Wall St. Rank hold BJAN as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,640 Innovator US Equity Buffer ETF January shares in Q1 2021, an estimated $54K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Buffer ETF January in Q4 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's Innovator US Equity Buffer ETF January position peaked at $54K in Q4 2020.
  • 52 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.