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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
Q3 		– Sell
-3,510
Closed -$207K – 105
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

MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

Cypress Financial Planning's BJAN Position: Q3 2026 in Review

Cypress Financial Planning sold out of Innovator US Equity Buffer ETF January (BJAN) in Q3 2026, closing a stake of 3,510 shares — an estimated $207K sold.

Cypress Financial Planning first reported a position in BJAN in Q1 2023 and held it in 13 quarters. The position peaked at $387K in Q4 2024. 15 funds tracked by Wall St. Rank hold BJAN as of Q3 2026.

  • Cypress Financial Planning reported no remaining Innovator US Equity Buffer ETF January position as of Q3 2026 after selling out during the quarter.
  • Cypress Financial Planning sold 3,510 Innovator US Equity Buffer ETF January shares in Q3 2026, an estimated $207K.
  • Cypress Financial Planning first reported a position in Innovator US Equity Buffer ETF January in Q1 2023 and held it in 13 quarters.
  • Cypress Financial Planning's Innovator US Equity Buffer ETF January position peaked at $387K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.