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Gladstone Institutional Advisory’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Gladstone Institutional Advisory’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 		$290K Buy
+4,924
New +$283K 0.01% 751

Other funds holding BJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Gladstone Institutional Advisory's BJAN Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Innovator US Equity Buffer ETF January (BJAN) in Q2 2026: 4,924 shares worth $290K. The stake represents 0.01% of the portfolio and ranks #751 among its holdings.

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

  • Gladstone Institutional Advisory held 4,924 shares of Innovator US Equity Buffer ETF January worth $290K as of Q2 2026.
  • Innovator US Equity Buffer ETF January was a new Gladstone Institutional Advisory position in Q2 2026.
  • Innovator US Equity Buffer ETF January made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #751 holding.
  • 43 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.