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Money Concepts Capital’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Money Concepts Capital’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
-768
Closed -$25.4K – 729
2022
Q4 		$25.4K Buy
+768
New +$25.4K ﹤0.01% 1555
2022
Q2 		– Sell
-1,365
Closed -$49K – 1561
2022
Q1 		$49K Buy
+1,365
New +$48.7K ﹤0.01% 1242

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

Money Concepts Capital's BJAN Position: Q1 2023 in Review

Money Concepts Capital sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2023, closing a stake of 768 shares — an estimated $25.4K sold.

Money Concepts Capital first reported a position in BJAN in Q1 2022 and held it in 2 quarters. The position peaked at $49K in Q1 2022. 83 funds tracked by Wall St. Rank hold BJAN as of Q1 2023.

  • Money Concepts Capital reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 768 Innovator US Equity Buffer ETF January shares in Q1 2023, an estimated $25.4K.
  • Money Concepts Capital first reported a position in Innovator US Equity Buffer ETF January in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Innovator US Equity Buffer ETF January position peaked at $49K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.