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Ladenburg Thalmann Financial Services’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$75K Buy
+2,575
New +$75.3K ﹤0.01% 3229
2019
Q2 		– Sell
-871
Closed -$24K – 5269
2019
Q1 		$24K Buy
+871
New +$23.4K ﹤0.01% 3877

Other funds holding BJAN

MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BJAN Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services opened a new position in Innovator US Equity Buffer ETF January (BJAN) in Q4 2019: 2,575 shares worth $75K. The stake represents ﹤0.01% of the portfolio and ranks #3229 among its holdings. This is a return to the name: Ladenburg Thalmann Financial Services previously reported a position in BJAN as recently as Q1 2019.

Ladenburg Thalmann Financial Services first reported a position in BJAN in Q1 2019 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold BJAN as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,575 shares of Innovator US Equity Buffer ETF January worth $75K as of Q4 2019.
  • Innovator US Equity Buffer ETF January was a new Ladenburg Thalmann Financial Services position in Q4 2019.
  • Innovator US Equity Buffer ETF January made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3229 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Innovator US Equity Buffer ETF January in Q1 2019 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.