Sutton Wealth Advisors’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Sutton Wealth 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
2023 Q3	$4.92K	Hold	134	–	–	﹤0.01%	588
2023 Q2	$5.05K	Hold	134	–	–	﹤0.01%	564
2023 Q1	$4.71K	Hold	134	–	–	﹤0.01%	533
2022 Q4	$4.43K	Sell	134 -100	-43%	-$3.31K	﹤0.01%	1116
2022 Q3	$7.26K	Hold	234	–	–	﹤0.01%	990
2022 Q2	$7.52K	Buy	234 +100	+75%	+$3.38K	﹤0.01%	985
2022 Q1	$4.84K	Hold	134	–	–	﹤0.01%	1088
2021 Q4	$5K	Buy	+134	New	+$4.95K	﹤0.01%	1070

Other funds holding BJAN

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

IIA

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

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

PCM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

MWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sutton Wealth Advisors's BJAN Position: Q3 2023 in Review

Sutton Wealth Advisors held its Innovator US Equity Buffer ETF January (BJAN) position steady in Q3 2023 at 134 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Sutton Wealth Advisors first reported a position in BJAN in Q4 2021 and has held it in 8 quarters since. The position peaked at $7.52K in Q2 2022. 82 funds tracked by Wall St. Rank hold BJAN as of Q3 2023.

Sutton Wealth Advisors held 134 shares of Innovator US Equity Buffer ETF January worth $4.92K as of Q3 2023.
Sutton Wealth Advisors left its Innovator US Equity Buffer ETF January share count unchanged in Q3 2023.
Innovator US Equity Buffer ETF January made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #588 holding.
Sutton Wealth Advisors first reported a position in Innovator US Equity Buffer ETF January in Q4 2021 and has held it in 8 quarters since.
Sutton Wealth Advisors's Innovator US Equity Buffer ETF January position peaked at $7.52K in Q2 2022.
82 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.