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BFC Planning, Inc.’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

BFC Planning, Inc.’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 		$11.8K Sell
201
-170
-46% -$9.8K ﹤0.01% 2285
2026
Q1 		$19.8K Buy
371
+201
+118% +$11K ﹤0.01% 1717
2025
Q4 		$9.36K Hold
170
– – ﹤0.01% 2107
2025
Q3 		$9.01K Hold
170
– – ﹤0.01% 1973
2025
Q2 		$8.54K Hold
170
– – ﹤0.01% 1879
2025
Q1 		$7.93K Hold
170
– – ﹤0.01% 1858
2024
Q4 		$8.15K Buy
+170
New +$8.04K ﹤0.01% 1842

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COFG Advisors
COFG Advisors Oak Brook, Illinois $579M AUM
Arax Advisory Partners
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Integral Investment Advisors
Integral Investment Advisors Turlock, California $465M AUM 16.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Talon Private Wealth
Talon Private Wealth The Villages, Florida $855M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFC Planning, Inc.'s BJAN Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 46% in Q2 2026, selling an estimated $9.8K and leaving 201 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

BFC Planning, Inc. first reported a position in BJAN in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.8K in Q1 2026. 135 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

  • BFC Planning, Inc. held 201 shares of Innovator US Equity Buffer ETF January worth $11.8K as of Q2 2026.
  • BFC Planning, Inc. sold 170 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $9.8K.
  • Innovator US Equity Buffer ETF January made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2285 holding.
  • BFC Planning, Inc. first reported a position in Innovator US Equity Buffer ETF January in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Innovator US Equity Buffer ETF January position peaked at $19.8K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.