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

Other funds holding BJAN

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 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 $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $51.6B AUM 27.34% 1-Year Est. Return

MWM

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

Summit Wealth Partners's BJAN Position: Q3 2024 in Review

Summit Wealth Partners sold out of Innovator US Equity Buffer ETF January (BJAN) in Q3 2024, closing a stake of 7,183 shares — an estimated $324K sold.

Summit Wealth Partners first reported a position in BJAN in Q1 2022 and held it in 3 quarters. The position peaked at $378K in Q1 2024. 103 funds tracked by Wall St. Rank hold BJAN as of Q3 2024.

Summit Wealth Partners reported no remaining Innovator US Equity Buffer ETF January position as of Q3 2024 after selling out during the quarter.
Summit Wealth Partners sold 7,183 Innovator US Equity Buffer ETF January shares in Q3 2024, an estimated $324K.
Summit Wealth Partners first reported a position in Innovator US Equity Buffer ETF January in Q1 2022 and held it in 3 quarters.
Summit Wealth Partners's Innovator US Equity Buffer ETF January position peaked at $378K in Q1 2024.
103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q3 2024.

Based on Summit Wealth Partners's 13F filing for Q3 2024, filed 28 Oct 2024.