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

Next 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
2021 Q4	$166K	Hold	4,449	–	–	0.01%	962
2021 Q3	$160K	Hold	4,449	–	–	0.01%	936
2021 Q2	$159K	Hold	4,449	–	–	0.01%	912
2021 Q1	$152K	Buy	4,449 +1,138	+34%	+$37.9K	0.01%	868
2020 Q4	$108K	Hold	3,311	–	–	0.01%	932
2020 Q3	$100K	Buy	+3,311	New	+$98.8K	0.01%	858
2020 Q2	–	Sell	-3,399	Closed	-$84K	–	743
2020 Q1	$84K	Buy	3,399 +3,072	+939%	+$85.7K	0.01%	810
2019 Q4	$10K	Buy	327 +31	+10%	+$906	﹤0.01%	1759
2019 Q3	$9K	Hold	296	–	–	﹤0.01%	1730
2019 Q2	$8K	Buy	+296	New	+$8.35K	﹤0.01%	1741

Other funds holding BJAN

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Next Financial Group's BJAN Position: Q4 2021 in Review

Next Financial Group held its Innovator US Equity Buffer ETF January (BJAN) position steady in Q4 2021 at 4,449 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #962.

Next Financial Group first reported a position in BJAN in Q2 2019 and has held it in 10 quarters since. 62 funds tracked by Wall St. Rank hold BJAN as of Q4 2021.

Next Financial Group held 4,449 shares of Innovator US Equity Buffer ETF January worth $166K as of Q4 2021.
Next Financial Group left its Innovator US Equity Buffer ETF January share count unchanged in Q4 2021.
Innovator US Equity Buffer ETF January made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #962 holding.
Next Financial Group first reported a position in Innovator US Equity Buffer ETF January in Q2 2019 and has held it in 10 quarters since.
62 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.