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Beacon Pointe Advisors’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Beacon Pointe 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
Q1 		$1.14M Buy
21,415
+9,185
+75% +$505K 0.01% 942
2025
Q4 		$673K Buy
12,230
+297
+2% +$16K ﹤0.01% 972
2025
Q3 		$633K Sell
11,933
-1,734
-13% -$89.4K 0.01% 931
2025
Q2 		$686K Sell
13,667
-457
-3% -$21.6K 0.01% 796
2025
Q1 		$659K Buy
14,124
+3,315
+31% +$159K 0.01% 757
2024
Q4 		$518K Buy
10,809
+6,489
+150% +$307K 0.01% 818
2024
Q3 		$201K Sell
4,320
-1,154
-21% -$52.6K ﹤0.01% 1156
2024
Q2 		$247K Sell
5,474
-110
-2% -$4.82K ﹤0.01% 1117
2024
Q1 		$243K Buy
+5,584
New +$236K ﹤0.01% 1182
2023
Q4 		– Sell
-8,412
Closed -$309K – 1332
2023
Q3 		$309K Sell
8,412
-3,502
-29% -$133K ﹤0.01% 1057
2023
Q2 		$449K Sell
11,914
-7,878
-40% -$283K 0.01% 746
2023
Q1 		$696K Buy
19,792
+4,412
+29% +$152K 0.01% 652
2022
Q4 		$508K Sell
15,380
-1,368
-8% -$45.3K 0.01% 677
2022
Q3 		$521K Sell
16,748
-3,632
-18% -$122K 0.01% 623
2022
Q2 		$660K Buy
+20,380
New +$689K 0.01% 579
2022
Q1 		– Sell
-18,823
Closed -$702K – 1202
2021
Q4 		$702K Sell
18,823
-169
-0.9% -$6.24K 0.02% 460
2021
Q3 		$685K Sell
18,992
-1,499
-7% -$54.3K 0.02% 474
2021
Q2 		$734K Sell
20,491
-3,876
-16% -$136K 0.03% 387
2021
Q1 		$834K Buy
24,367
+9,456
+63% +$315K 0.05% 223
2020
Q4 		$489K Buy
14,911
+719
+5% +$22.6K 0.03% 284
2020
Q3 		$428K Buy
+14,192
New +$423K 0.04% 244

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 $71.6B AUM 21.08% 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 Pointe Advisors's BJAN Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Innovator US Equity Buffer ETF January (BJAN) stake by 75% in Q1 2026, buying an estimated $505K and bringing the position to 21,415 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #942.

Beacon Pointe Advisors first reported a position in BJAN in Q3 2020 and has held it in 21 quarters since. 125 funds tracked by Wall St. Rank hold BJAN as of Q1 2026.

  • Beacon Pointe Advisors held 21,415 shares of Innovator US Equity Buffer ETF January worth $1.14M as of Q1 2026.
  • Beacon Pointe Advisors bought 9,185 Innovator US Equity Buffer ETF January shares in Q1 2026, an estimated $505K.
  • Innovator US Equity Buffer ETF January made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #942 holding.
  • Beacon Pointe Advisors first reported a position in Innovator US Equity Buffer ETF January in Q3 2020 and has held it in 21 quarters since.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.