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Nations Financial Group’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Nations Financial Group’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
Q4 		– Sell
-11,009
Closed -$513K – 672
2024
Q3 		$513K Hold
11,009
– – 0.04% 430
2024
Q2 		$496K Sell
11,009
-1,728
-14% -$75.7K 0.04% 404
2024
Q1 		$555K Buy
12,737
+2,480
+24% +$105K 0.05% 386
2023
Q4 		$419K Hold
10,257
– – 0.04% 428
2023
Q3 		$377K Hold
10,257
– – 0.04% 435
2023
Q2 		$387K Sell
10,257
-450
-4% -$16.2K 0.04% 436
2023
Q1 		$376K Buy
10,707
+200
+2% +$6.87K 0.04% 431
2022
Q4 		$347K Sell
10,507
-350
-3% -$11.6K 0.04% 436
2022
Q3 		$337K Hold
10,857
– – 0.05% 378
2022
Q2 		$349K Hold
10,857
– – 0.05% 376
2022
Q1 		$392K Buy
+10,857
New +$387K 0.05% 363
2021
Q4 		– Sell
-8,705
Closed -$314K – 475
2021
Q3 		$314K Sell
8,705
-2,400
-22% -$86.9K 0.05% 347
2021
Q2 		$398K Hold
11,105
– – 0.07% 288
2021
Q1 		$379K Buy
11,105
+1,895
+21% +$63.1K 0.09% 255
2020
Q4 		$302K Buy
+9,210
New +$290K 0.08% 260

Other funds holding BJAN

CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $192M AUM 26.19% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Nations Financial Group's BJAN Position: Q4 2024 in Review

Nations Financial Group sold out of Innovator US Equity Buffer ETF January (BJAN) in Q4 2024, closing a stake of 11,009 shares — an estimated $513K sold.

Nations Financial Group first reported a position in BJAN in Q4 2020 and held it in 15 quarters. The position peaked at $555K in Q1 2024. 105 funds tracked by Wall St. Rank hold BJAN as of Q4 2024.

  • Nations Financial Group reported no remaining Innovator US Equity Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • Nations Financial Group sold 11,009 Innovator US Equity Buffer ETF January shares in Q4 2024, an estimated $513K.
  • Nations Financial Group first reported a position in Innovator US Equity Buffer ETF January in Q4 2020 and held it in 15 quarters.
  • Nations Financial Group's Innovator US Equity Buffer ETF January position peaked at $555K in Q1 2024.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2024.

Based on Nations Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.