Wilbanks Smith & Thomas Asset Management’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2020 Q2	–	Sell	-8,187	Closed	-$202K	–	391
2020 Q1	$202K	Buy	+8,187	New	+$228K	0.02%	344

Other funds holding BJAN

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

MWM

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

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's BJAN Position: Q2 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of Innovator US Equity Buffer ETF January (BJAN) in Q2 2020, closing a stake of 8,187 shares — an estimated $202K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in BJAN in Q1 2020 and held it in 1 quarter. The position peaked at $202K in Q1 2020. 30 funds tracked by Wall St. Rank hold BJAN as of Q2 2020.

Wilbanks Smith & Thomas Asset Management reported no remaining Innovator US Equity Buffer ETF January position as of Q2 2020 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 8,187 Innovator US Equity Buffer ETF January shares in Q2 2020, an estimated $202K.
Wilbanks Smith & Thomas Asset Management first reported a position in Innovator US Equity Buffer ETF January in Q1 2020 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's Innovator US Equity Buffer ETF January position peaked at $202K in Q1 2020.
30 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.