BWM
PJAN icon

BCGM Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

BCGM Wealth Management’s Portfolio PJAN Stock Details PJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.01M Sell
121,396
-1,075
-0.9% -$52.3K 1.27% 17
2026
Q1 		$5.65M Hold
122,471
– – 1.42% 18
2025
Q4 		$5.76M Hold
122,471
– – 1.47% 17
2025
Q3 		$5.61M Hold
122,471
– – 1.46% 17
2025
Q2 		$5.39M Buy
122,471
+1,349
+1% +$56.7K 1.52% 14
2025
Q1 		$5.02M Buy
121,122
+33,523
+38% +$1.42M 1.54% 15
2024
Q4 		$3.7M Hold
87,599
– – 1.17% 24
2024
Q3 		$3.62M Hold
87,599
– – 1.17% 26
2024
Q2 		$3.52M Hold
87,599
– – 1.22% 24
2024
Q1 		$3.43M Sell
87,599
-538
-0.6% -$20.5K 1.23% 23
2023
Q4 		$3.28M Buy
88,137
+1,344
+2% +$48.2K 1.34% 20
2023
Q3 		$3.02M Sell
86,793
-15,689
-15% -$554K 1.39% 18
2023
Q2 		$3.6M Buy
102,482
+38,627
+60% +$1.31M 1.58% 18
2023
Q1 		$2.12M Sell
63,855
-38,403
-38% -$1.25M 1.07% 25
2022
Q4 		$3.22M Buy
102,258
+4,300
+4% +$134K 1.57% 15
2022
Q3 		$3M Buy
97,958
+7,692
+9% +$238K 1.5% 17
2022
Q2 		$2.84M Buy
90,266
+8,560
+10% +$266K 1.44% 14
2022
Q1 		$2.53M Buy
81,706
+36,465
+81% +$1.18M 1.38% 16
2021
Q4 		$1.5M Hold
45,241
– – 0.81% 27
2021
Q3 		$1.5M Sell
45,241
-1,308
-3% -$42.7K 0.83% 25
2021
Q2 		$1.52M Hold
46,549
– – 0.9% 22
2021
Q1 		$1.49M Hold
46,549
– – 1.02% 21
2020
Q4 		$1.45M Buy
+46,549
New +$1.39M 1.03% 22

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BCGM Wealth Management's PJAN Position: Q2 2026 in Review

BCGM Wealth Management reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.88% in Q2 2026, selling an estimated $52.3K and leaving 121,396 shares worth $6.01M. The position accounts for 1.27% of the portfolio, ranked #17.

BCGM Wealth Management first reported a position in PJAN in Q4 2020 and has held it in 23 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • BCGM Wealth Management held 121,396 shares of Innovator US Equity Power Buffer ETF January worth $6.01M as of Q2 2026.
  • BCGM Wealth Management sold 1,075 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $52.3K.
  • Innovator US Equity Power Buffer ETF January made up 1.27% of BCGM Wealth Management's portfolio in Q2 2026, its #17 holding.
  • BCGM Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2020 and has held it in 23 quarters since.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.