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Woodard & Company Asset Management Group’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Woodard & Company Asset Management Group’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
Q2 		– Sell
-4,000
Closed -$144K – 110
2022
Q1 		$144K Buy
+4,000
New +$143K 0.06% 82
2020
Q4 		– Sell
-2,100
Closed -$63K – 99
2020
Q3 		$63K Hold
2,100
– – 0.04% 68
2020
Q2 		$60K Hold
2,100
– – 0.04% 73
2020
Q1 		$52K Buy
+2,100
New +$58.6K 0.04% 68

Other funds holding BJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Woodard & Company Asset Management Group's BJAN Position: Q2 2022 in Review

Woodard & Company Asset Management Group sold out of Innovator US Equity Buffer ETF January (BJAN) in Q2 2022, closing a stake of 4,000 shares — an estimated $144K sold.

Woodard & Company Asset Management Group first reported a position in BJAN in Q1 2020 and held it in 4 quarters. The position peaked at $144K in Q1 2022. 80 funds tracked by Wall St. Rank hold BJAN as of Q2 2022.

  • Woodard & Company Asset Management Group reported no remaining Innovator US Equity Buffer ETF January position as of Q2 2022 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 4,000 Innovator US Equity Buffer ETF January shares in Q2 2022, an estimated $144K.
  • Woodard & Company Asset Management Group first reported a position in Innovator US Equity Buffer ETF January in Q1 2020 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's Innovator US Equity Buffer ETF January position peaked at $144K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2022.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2022, filed 11 Aug 2022.