Number of Shares
89,145.00
Current Holdings Value*
$4.48 Mil
% of Portfolio
1.68%
Total Estimate Gain
$3.36 Mil
% of Total Estimate Gain
25.46%

Crown Wealth Group, LLC's Innovator U.S. Equity Buffer ETF - January Holding Summary

As of 2025-06-30, Crown Wealth Group, LLC held 89,145.00 shares of Innovator U.S. Equity Buffer ETF - January(BJAN), totaling $4.48 Mil. This investment constitutes 1.68% of their stock portfolio, and Crown Wealth Group, LLC now holds 1.56% of the outstanding Innovator U.S. Equity Buffer ETF - January(BJAN) stock.

The initial trade took place in 2023Q4. And since then Crown Wealth Group, LLC has made 4 purchases of BJAN, at an average price of $38.89, for a total of 338,876.00 shares. In addition, there have been 3 sales at an average price of $48.09 for 249,731.00 shares. Based on historical transaction data and BJAN's current price of $50.76, Crown Wealth Group, LLC's estimated gain on his BJAN holdings is $3.36 Mil, reflecting a 25.46% gain to date.

Crown Wealth Group, LLC BJAN ($50.76) Holding Chart

Crown Wealth Group, LLC BJAN ($50.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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