Berkshire Money Management’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Berkshire Money Management’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	$1.37M	Hold	23,219	–	–	0.12%	39
2026 Q1	$1.24M	Hold	23,219	–	–	0.13%	39
2025 Q4	$1.28M	Sell	23,219 -363	-2%	-$19.5K	0.12%	43
2025 Q3	$1.25M	Hold	23,582	–	–	0.13%	34
2025 Q2	$1.18M	Hold	23,582	–	–	0.12%	42
2025 Q1	$1.1M	Buy	23,582 +315	+1%	+$15.2K	0.12%	36
2024 Q4	$1.12M	Hold	23,267	–	–	0.12%	33
2024 Q3	$1.08M	Sell	23,267 -1	-0%	-$46	0.12%	30
2024 Q2	$1.05M	Sell	23,268 -108	-0.5%	-$4.73K	0.13%	29
2024 Q1	$1.02M	Hold	23,376	–	–	0.12%	34
2023 Q4	$955K	Sell	23,376 -94	-0.4%	-$3.59K	0.13%	32
2023 Q3	$862K	Sell	23,470 -130,115	-85%	-$4.92M	0.13%	33
2023 Q2	$5.79M	Buy	153,585 +395	+0.3%	+$14.2K	0.84%	22
2023 Q1	$5.39M	Sell	153,190 -1,324	-0.9%	-$45.5K	0.82%	23
2022 Q4	$5.11M	Buy	154,514 +3,891	+3%	+$129K	0.81%	19
2022 Q3	$4.67M	Buy	150,623 +42,531	+39%	+$1.42M	0.8%	22
2022 Q2	$3.48M	Sell	108,092 -45,424	-30%	-$1.54M	0.58%	26
2022 Q1	$5.54M	Buy	153,516 +130,373	+563%	+$4.65M	0.8%	16
2021 Q4	$863K	Sell	23,143 -271,265	-92%	-$10M	0.13%	23
2021 Q3	$10.6M	Buy	294,408 +6,431	+2%	+$233K	1.69%	15
2021 Q2	$10.3M	Buy	287,977 +19,476	+7%	+$686K	1.66%	15
2021 Q1	$9.17M	Buy	268,501 +23,137	+9%	+$771K	1.6%	14
2020 Q4	$8.04M	Sell	245,364 -115,943	-32%	-$3.65M	1.48%	13
2020 Q3	$10.9M	Buy	361,307 +84,856	+31%	+$2.53M	2.26%	11
2020 Q2	$7.84M	Sell	276,451 -236,967	-46%	-$6.45M	1.73%	16
2020 Q1	$12.7M	Buy	+513,418	New	+$14.3M	3.12%	13

Other funds holding BJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Berkshire Money Management's BJAN Position: Q2 2026 in Review

Berkshire Money Management held its Innovator US Equity Buffer ETF January (BJAN) position steady in Q2 2026 at 23,219 shares worth $1.37M. The position accounts for 0.12% of the portfolio, ranked #39.

Berkshire Money Management first reported a position in BJAN in Q1 2020 and has held it in 26 quarters since. The position peaked at $12.7M in Q1 2020. 54 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

Berkshire Money Management held 23,219 shares of Innovator US Equity Buffer ETF January worth $1.37M as of Q2 2026.
Berkshire Money Management left its Innovator US Equity Buffer ETF January share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF January made up 0.12% of Berkshire Money Management's portfolio in Q2 2026, its #39 holding.
Berkshire Money Management first reported a position in Innovator US Equity Buffer ETF January in Q1 2020 and has held it in 26 quarters since.
Berkshire Money Management's Innovator US Equity Buffer ETF January position peaked at $12.7M in Q1 2020.
54 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.