Cypress Financial Planning’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Cypress Financial Planning’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	$207K	Buy	+3,510	New	+$202K	0.05%	106
2026 Q1	–	Sell	-3,709	Closed	-$204K	–	103
2025 Q4	$204K	Sell	3,709 -2,607	-41%	-$140K	0.06%	105
2025 Q3	$335K	Sell	6,316 -112	-2%	-$5.78K	0.1%	66
2025 Q2	$323K	Sell	6,428 -553	-8%	-$26.2K	0.11%	66
2025 Q1	$326K	Sell	6,981 -1,092	-14%	-$52.5K	0.12%	63
2024 Q4	$387K	Hold	8,073	–	–	0.14%	48
2024 Q3	$376K	Buy	8,073 +2,082	+35%	+$94.9K	0.14%	50
2024 Q2	$270K	Sell	5,991 -236	-4%	-$10.3K	0.11%	63
2024 Q1	$271K	Hold	6,227	–	–	0.12%	58
2023 Q4	$251K	Hold	6,227	–	–	0.23%	33
2023 Q3	$229K	Hold	6,227	–	–	0.13%	56
2023 Q2	$235K	Hold	6,227	–	–	0.13%	55
2023 Q1	$220K	Buy	+6,227	New	+$214K	0.13%	54

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

Cypress Financial Planning's BJAN Position: Q2 2026 in Review

Cypress Financial Planning opened a new position in Innovator US Equity Buffer ETF January (BJAN) in Q2 2026: 3,510 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #106 among its holdings. This is a return to the name: Cypress Financial Planning previously reported a position in BJAN as recently as Q4 2025.

Cypress Financial Planning first reported a position in BJAN in Q1 2023 and has held it in 13 quarters since. The position peaked at $387K in Q4 2024. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

Cypress Financial Planning held 3,510 shares of Innovator US Equity Buffer ETF January worth $207K as of Q2 2026.
Innovator US Equity Buffer ETF January was a new Cypress Financial Planning position in Q2 2026.
Innovator US Equity Buffer ETF January made up 0.05% of Cypress Financial Planning's portfolio in Q2 2026, its #106 holding.
Cypress Financial Planning first reported a position in Innovator US Equity Buffer ETF January in Q1 2023 and has held it in 13 quarters since.
Cypress Financial Planning's Innovator US Equity Buffer ETF January position peaked at $387K in Q4 2024.
131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.