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

Visionary 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	–	Sell	-5,447	Closed	-$205K	–	451
2023 Q2	$205K	Sell	5,447 -500	-8%	-$18K	0.02%	430
2023 Q1	$209K	Buy	+5,947	New	+$204K	0.02%	418
2022 Q4	–	Sell	-10,497	Closed	-$325K	–	426
2022 Q3	$325K	Hold	10,497	–	–	0.03%	281
2022 Q2	$337K	Buy	10,497 +200	+2%	+$6.77K	0.03%	302
2022 Q1	$372K	Buy	+10,297	New	+$367K	0.03%	293
2021 Q2	–	Sell	-9,911	Closed	-$338K	–	335
2021 Q1	$338K	Buy	+9,911	New	+$330K	0.04%	237

Other funds holding BJAN

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Envestnet Asset Management

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