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

JDM Financial 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
2023
Q1 		– Sell
-406
Closed -$13.4K – 218
2022
Q4 		$13.4K Buy
+406
New +$13.4K 0.01% 116

Other funds holding BJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

JDM Financial Group's BJAN Position: Q1 2023 in Review

JDM Financial Group sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2023, closing a stake of 406 shares — an estimated $13.4K sold.

JDM Financial Group first reported a position in BJAN in Q4 2022 and held it in 1 quarter. The position peaked at $13.4K in Q4 2022. 83 funds tracked by Wall St. Rank hold BJAN as of Q1 2023.

  • JDM Financial Group reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • JDM Financial Group sold 406 Innovator US Equity Buffer ETF January shares in Q1 2023, an estimated $13.4K.
  • JDM Financial Group first reported a position in Innovator US Equity Buffer ETF January in Q4 2022 and held it in 1 quarter.
  • JDM Financial Group's Innovator US Equity Buffer ETF January position peaked at $13.4K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2023.

Based on JDM Financial Group's 13F filing for Q1 2023, filed 9 May 2023.