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Retirement Planning Group (Kansas)’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Retirement Planning Group (Kansas)’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 		– Sell
-7,111
Closed -$257K – 114
2022
Q1 		$257K Buy
7,111
+300
+4% +$10.7K 0.03% 93
2021
Q4 		$254K Buy
+6,811
New +$252K 0.02% 93

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

Retirement Planning Group (Kansas)'s BJAN Position: Q2 2022 in Review

Retirement Planning Group (Kansas) sold out of Innovator US Equity Buffer ETF January (BJAN) in Q2 2022, closing a stake of 7,111 shares — an estimated $257K sold.

Retirement Planning Group (Kansas) first reported a position in BJAN in Q4 2021 and held it in 2 quarters. The position peaked at $257K in Q1 2022. 80 funds tracked by Wall St. Rank hold BJAN as of Q2 2022.

  • Retirement Planning Group (Kansas) reported no remaining Innovator US Equity Buffer ETF January position as of Q2 2022 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 7,111 Innovator US Equity Buffer ETF January shares in Q2 2022, an estimated $257K.
  • Retirement Planning Group (Kansas) first reported a position in Innovator US Equity Buffer ETF January in Q4 2021 and held it in 2 quarters.
  • Retirement Planning Group (Kansas)'s Innovator US Equity Buffer ETF January position peaked at $257K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2022, filed 13 Jul 2022.