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

Crown Wealth Group’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	$4.92M	Sell	83,622 -5,852	-7%	-$337K	1.25%	18
2026 Q1	$4.77M	Sell	89,474 -843	-0.9%	-$46.3K	1.4%	18
2025 Q4	$4.97M	Sell	90,317 -1,507	-2%	-$81K	1.39%	19
2025 Q3	$4.87M	Buy	91,824 +2,679	+3%	+$138K	1.46%	16
2025 Q2	$4.48M	Sell	89,145 -437	-0.5%	-$20.7K	1.68%	16
2025 Q1	$4.18M	Sell	89,582 -245,290	-73%	-$11.8M	2.17%	12
2024 Q4	$16.1M	Sell	334,872 -4,004	-1%	-$189K	6.53%	4
2024 Q3	$15.8M	Buy	338,876 +12,819	+4%	+$584K	6.86%	4
2024 Q2	$14.7M	Buy	326,057 +3,312	+1%	+$145K	7.35%	3
2024 Q1	$14.1M	Buy	322,745 +27,846	+9%	+$1.18M	7.24%	3
2023 Q4	$12M	Buy	+294,899	New	+$11.3M	7.26%	3

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

Crown Wealth Group's BJAN Position: Q2 2026 in Review

Crown Wealth Group reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 6.5% in Q2 2026, selling an estimated $337K and leaving 83,622 shares worth $4.92M. The position accounts for 1.25% of the portfolio, ranked #18.

Crown Wealth Group first reported a position in BJAN in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.1M in Q4 2024. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

Crown Wealth Group held 83,622 shares of Innovator US Equity Buffer ETF January worth $4.92M as of Q2 2026.
Crown Wealth Group sold 5,852 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $337K.
Innovator US Equity Buffer ETF January made up 1.25% of Crown Wealth Group's portfolio in Q2 2026, its #18 holding.
Crown Wealth Group first reported a position in Innovator US Equity Buffer ETF January in Q4 2023 and has held it in 11 quarters since.
Crown Wealth Group's Innovator US Equity Buffer ETF January position peaked at $16.1M in Q4 2024.
131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.