Berger Financial Group’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

Berger Financial Group’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
2026 Q2	$814K	Sell	21,364 -2,279	-10%	-$85.5K	0.04%	235
2026 Q1	$858K	Sell	23,643 -1,515	-6%	-$55.8K	0.05%	220
2025 Q4	$910K	Sell	25,158 -985	-4%	-$35.1K	0.05%	220
2025 Q3	$920K	Sell	26,143 -6,597	-20%	-$228K	0.06%	220
2025 Q2	$1.12M	Sell	32,740 -1,519	-4%	-$50K	0.07%	183
2025 Q1	$1.1M	Buy	34,259 +4,328	+14%	+$137K	0.08%	177
2024 Q4	$905K	Sell	29,931 -19	-0.1%	-$600	0.06%	184
2024 Q3	$988K	Sell	29,950 -1,822	-6%	-$58.4K	0.07%	162
2024 Q2	$998K	Hold	31,772	–	–	0.08%	155
2024 Q1	$994K	Buy	31,772 +9,556	+43%	+$292K	0.08%	151
2023 Q4	$675K	Hold	22,216	–	–	0.07%	143
2023 Q3	$619K	Sell	22,216 -1,018	-4%	-$29.3K	0.07%	140
2023 Q2	$677K	Buy	23,234 +11,745	+102%	+$339K	0.08%	137
2023 Q1	$327K	Buy	+11,489	New	+$320K	0.04%	200

Other funds holding IJAN

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Berger Financial Group's IJAN Position: Q2 2026 in Review

Berger Financial Group reduced its Innovator International Developed Power Buffer ETF January (IJAN) stake by 9.6% in Q2 2026, selling an estimated $85.5K and leaving 21,364 shares worth $814K. The position accounts for 0.04% of the portfolio, ranked #235.

Berger Financial Group first reported a position in IJAN in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.12M in Q2 2025. 70 funds tracked by Wall St. Rank hold IJAN as of Q2 2026.

Berger Financial Group held 21,364 shares of Innovator International Developed Power Buffer ETF January worth $814K as of Q2 2026.
Berger Financial Group sold 2,279 Innovator International Developed Power Buffer ETF January shares in Q2 2026, an estimated $85.5K.
Innovator International Developed Power Buffer ETF January made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #235 holding.
Berger Financial Group first reported a position in Innovator International Developed Power Buffer ETF January in Q1 2023 and has held it in 14 quarters since.
Berger Financial Group's Innovator International Developed Power Buffer ETF January position peaked at $1.12M in Q2 2025.
70 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.