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Beacon Financial Advisory’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Beacon Financial Advisory’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
Q1 		$317K Hold
5,952
– – 0.07% 295
2025
Q4 		$328K Sell
5,952
-315
-5% -$16.9K 0.08% 281
2025
Q3 		$332K Sell
6,267
-100
-2% -$5.16K 0.08% 274
2025
Q2 		$320K Hold
6,367
– – 0.08% 263
2025
Q1 		$297K Sell
6,367
-382
-6% -$18.4K 0.09% 245
2024
Q4 		$324K Buy
6,749
+105
+2% +$4.96K 0.11% 214
2024
Q3 		$309K Sell
6,644
-171
-3% -$7.79K 0.11% 213
2024
Q2 		$307K Buy
6,815
+2,000
+42% +$87.6K 0.11% 211
2024
Q1 		$210K Buy
+4,815
New +$203K 0.1% 227

Other funds holding BJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beacon Financial Advisory's BJAN Position: Q1 2026 in Review

Beacon Financial Advisory held its Innovator US Equity Buffer ETF January (BJAN) position steady in Q1 2026 at 5,952 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #295.

Beacon Financial Advisory first reported a position in BJAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $332K in Q3 2025. 126 funds tracked by Wall St. Rank hold BJAN as of Q1 2026.

  • Beacon Financial Advisory held 5,952 shares of Innovator US Equity Buffer ETF January worth $317K as of Q1 2026.
  • Beacon Financial Advisory left its Innovator US Equity Buffer ETF January share count unchanged in Q1 2026.
  • Innovator US Equity Buffer ETF January made up 0.07% of Beacon Financial Advisory's portfolio in Q1 2026, its #295 holding.
  • Beacon Financial Advisory first reported a position in Innovator US Equity Buffer ETF January in Q1 2024 and has held it in 9 quarters since.
  • Beacon Financial Advisory's Innovator US Equity Buffer ETF January position peaked at $332K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.