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BFI Wealth Solutions’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

BFI Wealth Solutions’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 		$744K Sell
12,636
-103
-0.8% -$5.93K 0.55% 45
2026
Q1 		$687K Sell
12,739
-1,775
-12% -$97.6K 0.66% 45
2025
Q4 		$799K Buy
+14,514
New +$780K 0.76% 40

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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

BFI Wealth Solutions's BJAN Position: Q2 2026 in Review

BFI Wealth Solutions reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 0.81% in Q2 2026, selling an estimated $5.93K and leaving 12,636 shares worth $744K. The position accounts for 0.55% of the portfolio, ranked #45.

BFI Wealth Solutions first reported a position in BJAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $799K in Q4 2025. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

  • BFI Wealth Solutions held 12,636 shares of Innovator US Equity Buffer ETF January worth $744K as of Q2 2026.
  • BFI Wealth Solutions sold 103 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $5.93K.
  • Innovator US Equity Buffer ETF January made up 0.55% of BFI Wealth Solutions's portfolio in Q2 2026, its #45 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Equity Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • BFI Wealth Solutions's Innovator US Equity Buffer ETF January position peaked at $799K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.