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Marshall Financial Group (Maryland)’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Marshall Financial Group (Maryland)’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
-8,185
Closed -$270K – 179
2022
Q4 		$270K Hold
8,185
– – 0.11% 147
2022
Q3 		$254K Hold
8,185
– – 0.11% 162
2022
Q2 		$263K Hold
8,185
– – 0.11% 162
2022
Q1 		$296K Buy
+8,185
New +$292K 0.12% 173

Other funds holding BJAN

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 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 $976M AUM 13.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Marshall Financial Group (Maryland)'s BJAN Position: Q1 2023 in Review

Marshall Financial Group (Maryland) sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2023, closing a stake of 8,185 shares — an estimated $270K sold.

Marshall Financial Group (Maryland) first reported a position in BJAN in Q1 2022 and held it in 4 quarters. The position peaked at $296K in Q1 2022. 83 funds tracked by Wall St. Rank hold BJAN as of Q1 2023.

  • Marshall Financial Group (Maryland) reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 8,185 Innovator US Equity Buffer ETF January shares in Q1 2023, an estimated $270K.
  • Marshall Financial Group (Maryland) first reported a position in Innovator US Equity Buffer ETF January in Q1 2022 and held it in 4 quarters.
  • Marshall Financial Group (Maryland)'s Innovator US Equity Buffer ETF January position peaked at $296K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2023, filed 18 Apr 2023.