Marcum Wealth, LLC Innovator U.S. Equity Buffer E Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Marcum Wealth, LLC holds 157,366 shares of BJAN stock, worth $8.29 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
157,366
Previous 34,381 357.71%
Holding current value
$8.29 Million
Previous $1.65 Million 343.45%
% of portfolio
0.64%
Previous 0.14%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
BUY
$46.03 - $49.45 $5.66 Million - $6.08 Million
122,985 Added 357.71%
157,366 $7.31 Million
Q3 2024

Oct 08, 2024
SELL
$43.63 - $46.56 $4.99 Million - $5.33 Million
-114,458 Reduced 76.9%
34,381 $1.6 Million
Q2 2024

Jul 02, 2024
BUY
$42.21 - $45.13 $43,265 - $46,258
1,025 Added 0.69%
148,839 $6.71 Million
Q1 2024

Apr 10, 2024
BUY
$40.34 - $43.54 $5.7 Million - $6.15 Million
141,321 Added 2176.51%
147,814 $6.44 Million
Q2 2023

Jul 13, 2023
SELL
$34.91 - $37.72 $5.48 Million - $5.92 Million
-157,040 Reduced 96.03%
6,493 $244,000
Q1 2023

Apr 19, 2023
BUY
$32.89 - $35.44 $133,434 - $143,780
4,057 Added 2.54%
163,533 $5.75 Million
Q4 2022

Jan 12, 2023
SELL
$30.94 - $34.88 $53,773 - $60,621
-1,738 Reduced 1.08%
159,476 $0
Q3 2022

Oct 11, 2022
SELL
$31.01 - $35.25 $7,628 - $8,671
-246 Reduced 0.15%
161,214 $5 Million
Q2 2022

Jul 14, 2022
SELL
$31.3 - $36.38 $239,695 - $278,598
-7,658 Reduced 4.53%
161,460 $5.19 Million
Q1 2022

Apr 20, 2022
BUY
$34.0 - $37.45 $5.75 Million - $6.33 Million
169,118 New
169,118 $6.11 Million
Q3 2021

Nov 08, 2021
SELL
$35.57 - $36.55 $6.39 Million - $6.57 Million
-179,747 Closed
0 $0
Q2 2021

Aug 10, 2021
BUY
$34.43 - $35.86 $96,954 - $100,981
2,816 Added 1.59%
179,747 $6.44 Million
Q1 2021

May 11, 2021
BUY
$32.37 - $34.15 $5.73 Million - $6.04 Million
176,931 New
176,931 $6.04 Million

Others Institutions Holding BJAN

# of Institutions
124
Shares Held
4.07M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BJAN Quotes by TradingView
  • Ticker BJAN
  • Sector ETFs
  • Industry ETFs
More about BJAN
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email