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

BFI Wealth Solutions’s Portfolio PJAN Stock Details PJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.12M Buy
123,584
+24,392
+25% +$1.19M 4.53% 3
2026
Q1 		$4.61M Sell
99,192
-24,360
-20% -$1.14M 4.42% 4
2025
Q4 		$5.81M Buy
+123,552
New +$5.72M 5.53% 3

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

BFI Wealth Solutions increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 25% in Q2 2026, buying an estimated $1.19M and bringing the position to 123,584 shares worth $6.12M. The position accounts for 4.53% of the portfolio, ranked #3.

BFI Wealth Solutions first reported a position in PJAN in Q4 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • BFI Wealth Solutions held 123,584 shares of Innovator US Equity Power Buffer ETF January worth $6.12M as of Q2 2026.
  • BFI Wealth Solutions bought 24,392 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $1.19M.
  • Innovator US Equity Power Buffer ETF January made up 4.53% of BFI Wealth Solutions's portfolio in Q2 2026, its #3 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

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