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

Long Island 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
2024
Q1 		– Sell
-97
Closed -$4K – 112
2023
Q4 		$4K Buy
+97
New +$3.71K ﹤0.01% 282

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Long Island Wealth Management's BJAN Position: Q1 2024 in Review

Long Island Wealth Management sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2024, closing a stake of 97 shares — an estimated $4K sold.

Long Island Wealth Management first reported a position in BJAN in Q4 2023 and held it in 1 quarter. The position peaked at $4K in Q4 2023. 106 funds tracked by Wall St. Rank hold BJAN as of Q1 2024.

  • Long Island Wealth Management reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 97 Innovator US Equity Buffer ETF January shares in Q1 2024, an estimated $4K.
  • Long Island Wealth Management first reported a position in Innovator US Equity Buffer ETF January in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Innovator US Equity Buffer ETF January position peaked at $4K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.