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

EP Wealth Advisors’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	$3.41M	Buy	+57,913	New	+$3.33M	0.01%	458

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

EP Wealth Advisors's BJAN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Innovator US Equity Buffer ETF January (BJAN) in Q2 2026: 57,913 shares worth $3.41M. The stake represents 0.01% of the portfolio and ranks #458 among its holdings.

131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

EP Wealth Advisors held 57,913 shares of Innovator US Equity Buffer ETF January worth $3.41M as of Q2 2026.
Innovator US Equity Buffer ETF January was a new EP Wealth Advisors position in Q2 2026.
Innovator US Equity Buffer ETF January made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #458 holding.
131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.