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Summit Wealth Partners’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Summit Wealth Partners’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 		– Sell
-7,183
Closed -$324K – 238
2024
Q2 		$324K Sell
7,183
-1,492
-17% -$65.4K 0.07% 171
2024
Q1 		$378K Buy
+8,675
New +$366K 0.08% 147
2022
Q2 		– Sell
-7,908
Closed -$286K – 163
2022
Q1 		$286K Buy
+7,908
New +$282K 0.06% 131

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