AWM
BJAN icon

AE Wealth Management’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

AE Wealth 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
2026
Q2 		$305K Sell
5,183
-7
-0.1% -$403 ﹤0.01% 1479
2026
Q1 		$277K Buy
5,190
+3,346
+181% +$184K ﹤0.01% 1424
2025
Q4 		$102K Sell
1,844
-10
-0.5% -$537 ﹤0.01% 1698
2025
Q3 		$98.3K Sell
1,854
-12
-0.6% -$619 ﹤0.01% 1576
2025
Q2 		$93.7K Sell
1,866
-691
-27% -$32.7K ﹤0.01% 1499
2025
Q1 		$119K Sell
2,557
-523
-17% -$25.2K ﹤0.01% 1399
2024
Q4 		$148K Buy
+3,080
New +$146K ﹤0.01% 1340
2024
Q1 		– Sell
-6,486
Closed -$271K – 1230
2023
Q4 		$271K Buy
6,486
+624
+11% +$23.9K ﹤0.01% 1766
2023
Q3 		$215K Buy
+5,862
New +$222K ﹤0.01% 1761
2022
Q3 		– Sell
-6,247
Closed -$201K – 1758
2022
Q2 		$201K Buy
6,247
+127
+2% +$4.3K ﹤0.01% 1596
2022
Q1 		$221K Buy
+6,120
New +$218K ﹤0.01% 1549

Other funds holding BJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AE Wealth Management's BJAN Position: Q2 2026 in Review

AE Wealth Management reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 0.13% in Q2 2026, selling an estimated $403 and leaving 5,183 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

AE Wealth Management first reported a position in BJAN in Q1 2022 and has held it in 11 quarters since. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

  • AE Wealth Management held 5,183 shares of Innovator US Equity Buffer ETF January worth $305K as of Q2 2026.
  • AE Wealth Management sold 7 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $403.
  • Innovator US Equity Buffer ETF January made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1479 holding.
  • AE Wealth Management first reported a position in Innovator US Equity Buffer ETF January in Q1 2022 and has held it in 11 quarters since.
  • 131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.