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

CreativeOne Wealth’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 Q1	$453K	Buy	8,497 +241	+3%	+$13.2K	0.01%	841
2025 Q4	$455K	Buy	8,256 +9	+0.1%	+$484	0.01%	821
2025 Q3	$437K	Sell	8,247 -337	-4%	-$17.4K	0.01%	812
2025 Q2	$431K	Sell	8,584 -47	-0.5%	-$2.23K	0.01%	791
2025 Q1	$402K	Buy	8,631 +1,545	+22%	+$74.3K	0.01%	761
2024 Q4	$340K	Buy	+7,086	New	+$335K	0.01%	831
2022 Q4	–	Sell	-11,770	Closed	-$365K	–	735
2022 Q3	$365K	Hold	11,770	–	–	0.02%	485
2022 Q2	$378K	Hold	11,770	–	–	0.02%	481
2022 Q1	$425K	Buy	+11,770	New	+$420K	0.02%	476

Other funds holding BJAN

BCM

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

COFG Advisors Oak Brook, Illinois $404M AUM

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

IIA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CreativeOne Wealth's BJAN Position: Q1 2026 in Review

CreativeOne Wealth increased its Innovator US Equity Buffer ETF January (BJAN) stake by 2.9% in Q1 2026, buying an estimated $13.2K and bringing the position to 8,497 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #841.

CreativeOne Wealth first reported a position in BJAN in Q1 2022 and has held it in 9 quarters since. The position peaked at $455K in Q4 2025. 125 funds tracked by Wall St. Rank hold BJAN as of Q1 2026.

CreativeOne Wealth held 8,497 shares of Innovator US Equity Buffer ETF January worth $453K as of Q1 2026.
CreativeOne Wealth bought 241 Innovator US Equity Buffer ETF January shares in Q1 2026, an estimated $13.2K.
Innovator US Equity Buffer ETF January made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #841 holding.
CreativeOne Wealth first reported a position in Innovator US Equity Buffer ETF January in Q1 2022 and has held it in 9 quarters since.
CreativeOne Wealth's Innovator US Equity Buffer ETF January position peaked at $455K in Q4 2025.
125 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.