Raymond James Financial Services Advisors’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Raymond James Financial Services Advisors’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 Q3	$2.82M	Sell	60,582 -1,574	-3%	-$71.7K	﹤0.01%	1540
2024 Q2	$2.8M	Sell	62,156 -1,760	-3%	-$77.1K	﹤0.01%	1476
2024 Q1	$2.78M	Buy	63,916 +20,286	+46%	+$856K	﹤0.01%	1469
2023 Q4	$1.78M	Buy	43,630 +3,690	+9%	+$141K	﹤0.01%	1634
2023 Q3	$1.47M	Buy	39,940 +2,332	+6%	+$88.3K	﹤0.01%	1686
2023 Q2	$1.42M	Sell	37,608 -472	-1%	-$17K	﹤0.01%	1725
2023 Q1	$1.34M	Buy	+38,080	New	+$1.31M	﹤0.01%	1723

Other funds holding BJAN

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

CWG

Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

IIA

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

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

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Raymond James Financial Services Advisors's BJAN Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 2.5% in Q3 2024, selling an estimated $71.7K and leaving 60,582 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Raymond James Financial Services Advisors first reported a position in BJAN in Q1 2023 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold BJAN as of Q3 2024.

Raymond James Financial Services Advisors held 60,582 shares of Innovator US Equity Buffer ETF January worth $2.82M as of Q3 2024.
Raymond James Financial Services Advisors sold 1,574 Innovator US Equity Buffer ETF January shares in Q3 2024, an estimated $71.7K.
Innovator US Equity Buffer ETF January made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1540 holding.
Raymond James Financial Services Advisors first reported a position in Innovator US Equity Buffer ETF January in Q1 2023 and has held it in 7 quarters since.
103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.