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

Merit 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
Q2 		$646K Sell
10,970
-40
-0.4% -$2.3K ﹤0.01% 1340
2026
Q1 		$587K Buy
11,010
+709
+7% +$39K ﹤0.01% 1276
2025
Q4 		$567K Buy
+10,301
New +$554K ﹤0.01% 1236

Other funds holding BJAN

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
CA
COFG Advisors Oak Brook, Illinois $579M AUM
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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 $79.5B AUM 27.1% 1-Year Est. Return
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Merit Financial Group's BJAN Position: Q2 2026 in Review

Merit Financial Group reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 0.36% in Q2 2026, selling an estimated $2.3K and leaving 10,970 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Merit Financial Group first reported a position in BJAN in Q4 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

  • Merit Financial Group held 10,970 shares of Innovator US Equity Buffer ETF January worth $646K as of Q2 2026.
  • Merit Financial Group sold 40 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $2.3K.
  • Innovator US Equity Buffer ETF January made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1340 holding.
  • Merit Financial Group first reported a position in Innovator US Equity Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.