Arkadios Wealth Advisors’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Arkadios Wealth Advisors’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	$1.56M	Buy	26,485 +2,566	+11%	+$148K	0.02%	640
2026 Q1	$1.28M	Buy	+23,919	New	+$1.31M	0.02%	682
2025 Q3	–	Sell	-17,145	Closed	-$861K	–	1479
2025 Q2	$861K	Buy	17,145 +396	+2%	+$18.7K	0.03%	624
2025 Q1	$781K	Buy	+16,749	New	+$806K	0.03%	542

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Arkadios Wealth Advisors's BJAN Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Innovator US Equity Buffer ETF January (BJAN) stake by 11% in Q2 2026, buying an estimated $148K and bringing the position to 26,485 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #640.

Arkadios Wealth Advisors first reported a position in BJAN in Q1 2025 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

Arkadios Wealth Advisors held 26,485 shares of Innovator US Equity Buffer ETF January worth $1.56M as of Q2 2026.
Arkadios Wealth Advisors bought 2,566 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $148K.
Innovator US Equity Buffer ETF January made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #640 holding.
Arkadios Wealth Advisors first reported a position in Innovator US Equity Buffer ETF January in Q1 2025 and has held it in 4 quarters since.
131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.