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

BCS 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	$329K	Sell	5,585 -612	-10%	-$35.2K	0.06%	219
2026 Q1	$330K	Sell	6,197 -5,713	-48%	-$314K	0.07%	201
2025 Q4	$656K	Buy	11,910 +4,610	+63%	+$248K	0.07%	197
2025 Q3	$387K	Hold	7,300	–	–	0.09%	173
2025 Q2	$367K	Sell	7,300 -767	-10%	-$36.3K	0.08%	185
2025 Q1	$376K	Buy	8,067 +85	+1%	+$4.09K	0.1%	174
2024 Q4	$383K	Sell	7,982 -395	-5%	-$18.7K	0.1%	177
2024 Q3	$390K	Hold	8,377	–	–	0.17%	115
2024 Q2	$378K	Sell	8,377 -31	-0.4%	-$1.36K	0.18%	110
2024 Q1	$366K	Buy	+8,408	New	+$355K	0.12%	170

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

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

BCS Wealth Management reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 9.9% in Q2 2026, selling an estimated $35.2K and leaving 5,585 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #219.

BCS Wealth Management first reported a position in BJAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $656K in Q4 2025. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

BCS Wealth Management held 5,585 shares of Innovator US Equity Buffer ETF January worth $329K as of Q2 2026.
BCS Wealth Management sold 612 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $35.2K.
Innovator US Equity Buffer ETF January made up 0.06% of BCS Wealth Management's portfolio in Q2 2026, its #219 holding.
BCS Wealth Management first reported a position in Innovator US Equity Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
BCS Wealth Management's Innovator US Equity Buffer ETF January position peaked at $656K in Q4 2025.
131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.