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Beacon Financial Advisory’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

Beacon Financial Advisory’s Portfolio IJAN Stock Details IJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,750
Closed -$202K – 385
2025
Q3 		$202K Buy
+5,750
New +$199K 0.05% 370

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CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Beacon Financial Advisory's IJAN Position: Q4 2025 in Review

Beacon Financial Advisory sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q4 2025, closing a stake of 5,750 shares — an estimated $202K sold.

Beacon Financial Advisory first reported a position in IJAN in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 92 funds tracked by Wall St. Rank hold IJAN as of Q4 2025.

  • Beacon Financial Advisory reported no remaining Innovator International Developed Power Buffer ETF January position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 5,750 Innovator International Developed Power Buffer ETF January shares in Q4 2025, an estimated $202K.
  • Beacon Financial Advisory first reported a position in Innovator International Developed Power Buffer ETF January in Q3 2025 and held it in 1 quarter.
  • Beacon Financial Advisory's Innovator International Developed Power Buffer ETF January position peaked at $202K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.