JT Stratford LLC’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

JT Stratford LLC’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 Q1	–	Sell	-31,656	Closed	-$1.18M	–	205
2021 Q4	$1.18M	Sell	31,656 -1,974	-6%	-$72.9K	0.32%	76
2021 Q3	$1.21M	Hold	33,630	–	–	0.37%	68
2021 Q2	$1.21M	Sell	33,630 -15,889	-32%	-$559K	0.39%	73
2021 Q1	$1.69M	Buy	49,519 +33,494	+209%	+$1.12M	0.6%	42
2020 Q4	$525K	Buy	+16,025	New	+$504K	0.2%	98

Other funds holding BJAN

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

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

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

BCM

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

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 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

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

JT Stratford LLC's BJAN Position: Q1 2022 in Review

JT Stratford LLC sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2022, closing a stake of 31,656 shares — an estimated $1.18M sold.

JT Stratford LLC first reported a position in BJAN in Q4 2020 and held it in 5 quarters. The position peaked at $1.69M in Q1 2021. 85 funds tracked by Wall St. Rank hold BJAN as of Q1 2022.

JT Stratford LLC reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2022 after selling out during the quarter.
JT Stratford LLC sold 31,656 Innovator US Equity Buffer ETF January shares in Q1 2022, an estimated $1.18M.
JT Stratford LLC first reported a position in Innovator US Equity Buffer ETF January in Q4 2020 and held it in 5 quarters.
JT Stratford LLC's Innovator US Equity Buffer ETF January position peaked at $1.69M in Q1 2021.
85 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2022.

Based on JT Stratford LLC's 13F filing for Q1 2022, filed 12 May 2022.