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Bedel Financial Consulting’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Bedel Financial Consulting’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 		$378K Hold
6,420
– – 0.04% 214
2026
Q1 		$342K Hold
6,420
– – 0.04% 210
2025
Q4 		$353K Hold
6,420
– – 0.04% 200
2025
Q3 		$340K Hold
6,420
– – 0.04% 200
2025
Q2 		$322K Sell
6,420
-214
-3% -$10.1K 0.04% 206
2025
Q1 		$309K Sell
6,634
-750
-10% -$36.1K 0.04% 205
2024
Q4 		$361K Hold
7,384
– – 0.05% 190
2024
Q3 		$344K Hold
7,384
– – 0.05% 187
2024
Q2 		$333K Sell
7,384
-520
-7% -$22.8K 0.05% 182
2024
Q1 		$344K Hold
7,904
– – 0.05% 174
2023
Q4 		$323K Sell
7,904
-1,870
-19% -$71.5K 0.06% 177
2023
Q3 		$359K Hold
9,774
– – 0.07% 154
2023
Q2 		$369K Sell
9,774
-357
-4% -$12.8K 0.08% 155
2023
Q1 		$356K Buy
10,131
+1,904
+23% +$65.4K 0.09% 147
2022
Q4 		$272K Sell
8,227
-136
-2% -$4.5K 0.07% 178
2022
Q3 		$273K Sell
8,363
-120
-1% -$4.02K 0.07% 165
2022
Q2 		$273K Sell
8,483
-959
-10% -$32.4K 0.08% 155
2022
Q1 		$341K Buy
9,442
+1,628
+21% +$58.1K 0.11% 130
2021
Q4 		$291K Sell
7,814
-800
-9% -$29.5K 0.09% 150
2021
Q3 		$311K Hold
8,614
– – 0.11% 137
2021
Q2 		$309K Sell
8,614
-681
-7% -$24K 0.11% 136
2021
Q1 		$317K Buy
9,295
+6,475
+230% +$216K 0.12% 127
2020
Q4 		$92K Buy
2,820
+1,751
+164% +$55.1K 0.04% 233
2020
Q3 		$32K Sell
1,069
-398
-27% -$11.9K 0.02% 357
2020
Q2 		$42K Hold
1,467
– – 0.02% 297
2020
Q1 		$36K Buy
1,467
+895
+156% +$25K 0.02% 303
2019
Q4 		$17K Hold
572
– – 0.01% 421
2019
Q3 		$17K Hold
572
– – 0.01% 407
2019
Q2 		$16K Hold
572
– – 0.01% 418
2019
Q1 		$16K Buy
+572
New +$15.4K 0.01% 413

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
CA
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bedel Financial Consulting's BJAN Position: Q2 2026 in Review

Bedel Financial Consulting held its Innovator US Equity Buffer ETF January (BJAN) position steady in Q2 2026 at 6,420 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #214.

Bedel Financial Consulting first reported a position in BJAN in Q1 2019 and has held it in 30 quarters since. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

  • Bedel Financial Consulting held 6,420 shares of Innovator US Equity Buffer ETF January worth $378K as of Q2 2026.
  • Bedel Financial Consulting left its Innovator US Equity Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF January made up 0.04% of Bedel Financial Consulting's portfolio in Q2 2026, its #214 holding.
  • Bedel Financial Consulting first reported a position in Innovator US Equity Buffer ETF January in Q1 2019 and has held it in 30 quarters since.
  • 131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.