LPL Financial
BJAN icon

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

LPL Financial’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 		$5.14M Sell
96,370
-6,759
-7% -$371K ﹤0.01% 2594
2025
Q4 		$5.68M Buy
103,129
+1,715
+2% +$92.2K ﹤0.01% 2425
2025
Q3 		$5.38M Buy
101,414
+2,040
+2% +$105K ﹤0.01% 2400
2025
Q2 		$4.99M Buy
99,374
+11,049
+13% +$523K ﹤0.01% 2310
2025
Q1 		$4.12M Buy
88,325
+15,812
+22% +$761K ﹤0.01% 2312
2024
Q4 		$3.48M Buy
72,513
+67
+0.1% +$3.17K ﹤0.01% 2383
2024
Q3 		$3.37M Buy
72,446
+1,792
+3% +$81.7K ﹤0.01% 2275
2024
Q2 		$3.19M Buy
70,654
+7,298
+12% +$320K ﹤0.01% 2208
2024
Q1 		$2.76M Buy
63,356
+29,546
+87% +$1.25M ﹤0.01% 2258
2023
Q4 		$1.38M Buy
+33,810
New +$1.29M ﹤0.01% 2755

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