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KFG Wealth Management’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

KFG Wealth Management’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
2025
Q1 		– Sell
-4,663
Closed -$224K – 192
2024
Q4 		$224K Sell
4,663
-18
-0.4% -$851 0.04% 173
2024
Q3 		$218K Sell
4,681
-22
-0.5% -$1K 0.05% 175
2024
Q2 		$212K Hold
4,703
– – 0.08% 154
2024
Q1 		$205K Buy
+4,703
New +$198K 0.08% 153

Other funds holding BJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

KFG Wealth Management's BJAN Position: Q1 2025 in Review

KFG Wealth Management sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2025, closing a stake of 4,663 shares — an estimated $224K sold.

KFG Wealth Management first reported a position in BJAN in Q1 2024 and held it in 4 quarters. The position peaked at $224K in Q4 2024. 105 funds tracked by Wall St. Rank hold BJAN as of Q1 2025.

  • KFG Wealth Management reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • KFG Wealth Management sold 4,663 Innovator US Equity Buffer ETF January shares in Q1 2025, an estimated $224K.
  • KFG Wealth Management first reported a position in Innovator US Equity Buffer ETF January in Q1 2024 and held it in 4 quarters.
  • KFG Wealth Management's Innovator US Equity Buffer ETF January position peaked at $224K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2025.

Based on KFG Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.