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Pinnacle Private Wealth’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$2.24M Hold
69,722
– – 0.88% 20
2022
Q1 		$2.52M Buy
69,722
+15,261
+28% +$544K 0.78% 22
2021
Q4 		$2.03M Buy
+54,461
New +$2.01M 0.64% 31

Other funds holding BJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Pinnacle Private Wealth's BJAN Position: Q2 2022 in Review

Pinnacle Private Wealth held its Innovator US Equity Buffer ETF January (BJAN) position steady in Q2 2022 at 69,722 shares worth $2.24M. The position accounts for 0.88% of the portfolio, ranked #20.

Pinnacle Private Wealth first reported a position in BJAN in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.52M in Q1 2022. 80 funds tracked by Wall St. Rank hold BJAN as of Q2 2022.

  • Pinnacle Private Wealth held 69,722 shares of Innovator US Equity Buffer ETF January worth $2.24M as of Q2 2022.
  • Pinnacle Private Wealth left its Innovator US Equity Buffer ETF January share count unchanged in Q2 2022.
  • Innovator US Equity Buffer ETF January made up 0.88% of Pinnacle Private Wealth's portfolio in Q2 2022, its #20 holding.
  • Pinnacle Private Wealth first reported a position in Innovator US Equity Buffer ETF January in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Innovator US Equity Buffer ETF January position peaked at $2.52M in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.