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 Q2	$513K	Buy	8,719 +222	+3%	+$12.8K	0.01%	786
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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CreativeOne Wealth's BJAN Position: Q2 2026 in Review

CreativeOne Wealth increased its Innovator US Equity Buffer ETF January (BJAN) stake by 2.6% in Q2 2026, buying an estimated $12.8K and bringing the position to 8,719 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #786.

CreativeOne Wealth first reported a position in BJAN in Q1 2022 and has held it in 10 quarters since. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

CreativeOne Wealth held 8,719 shares of Innovator US Equity Buffer ETF January worth $513K as of Q2 2026.
CreativeOne Wealth bought 222 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $12.8K.
Innovator US Equity Buffer ETF January made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #786 holding.
CreativeOne Wealth first reported a position in Innovator US Equity Buffer ETF January in Q1 2022 and has held it in 10 quarters since.
131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.