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TrustCore Financial Services’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

TrustCore Financial Services’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
Q4 		$333K Buy
+10,080
New +$333K 0.03% 211

Other funds holding BJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

TrustCore Financial Services's BJAN Position: Q4 2022 in Review

TrustCore Financial Services opened a new position in Innovator US Equity Buffer ETF January (BJAN) in Q4 2022: 10,080 shares worth $333K. The stake represents 0.03% of the portfolio and ranks #211 among its holdings.

76 funds tracked by Wall St. Rank hold BJAN as of Q4 2022.

  • TrustCore Financial Services held 10,080 shares of Innovator US Equity Buffer ETF January worth $333K as of Q4 2022.
  • Innovator US Equity Buffer ETF January was a new TrustCore Financial Services position in Q4 2022.
  • Innovator US Equity Buffer ETF January made up 0.03% of TrustCore Financial Services's portfolio in Q4 2022, its #211 holding.
  • 76 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.