LFG
BJAN icon

Larson Financial Group’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Larson Financial Group’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
Q1 		$3.63K Hold
68
– – ﹤0.01% 2752
2025
Q4 		$3.74K Hold
68
– – ﹤0.01% 2570
2025
Q3 		$3.6K Hold
68
– – ﹤0.01% 2479
2025
Q2 		$3.42K Hold
68
– – ﹤0.01% 2232
2025
Q1 		$3.17K Hold
68
– – ﹤0.01% 2015
2024
Q4 		$3.26K Hold
68
– – ﹤0.01% 1770
2024
Q3 		$3.17K Sell
68
-178
-72% -$8.11K ﹤0.01% 1762
2024
Q2 		$11.1K Hold
246
– – ﹤0.01% 1229
2024
Q1 		$10.7K Hold
246
– – ﹤0.01% 1026
2023
Q4 		$10.1K Hold
246
– – ﹤0.01% 1013
2023
Q3 		$9.04K Hold
246
– – ﹤0.01% 1030
2023
Q2 		$9.28K Hold
246
– – ﹤0.01% 959
2023
Q1 		$8.65K Sell
246
-4,021
-94% -$138K ﹤0.01% 965
2022
Q4 		$141K Buy
+4,267
New +$141K 0.02% 353

Other funds holding BJAN

BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return