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My Personal CFO LLC’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

My Personal CFO LLC’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 		$2.47M Sell
41,894
-141
-0.3% -$8.11K 0.96% 29
2026
Q1 		$2.24M Buy
42,035
+177
+0.4% +$9.73K 0.98% 28
2025
Q4 		$2.3M Buy
+41,858
New +$2.25M 0.96% 29
2025
Q3 		– Sell
-46,463
Closed -$2.33M – 103
2025
Q2 		$2.33M Sell
46,463
-32
-0.1% -$1.51K 1.06% 28
2025
Q1 		$2.17M Sell
46,495
-10
-0% -$481 1.09% 26
2024
Q4 		$2.23M Sell
46,505
-510
-1% -$24.1K 1.14% 25
2024
Q3 		$2.19M Sell
47,015
-375
-0.8% -$17.1K 1.2% 24
2024
Q2 		$2.14M Hold
47,390
– – 1.14% 21
2024
Q1 		$2.06M Buy
47,390
+10,050
+27% +$424K 1.19% 23
2023
Q4 		$1.53M Buy
37,340
+4,380
+13% +$167K 0.99% 26
2023
Q3 		$1.21M Sell
32,960
-200
-0.6% -$7.57K 0.98% 31
2023
Q2 		$1.25M Hold
33,160
– – 0.98% 31
2023
Q1 		$1.17M Buy
33,160
+28,653
+636% +$984K 1% 29
2022
Q4 		$410K Sell
4,507
-353
-7% -$11.7K 0.38% 45
2022
Q3 		$498K Sell
4,860
-11,090
-70% -$371K 0.76% 32
2022
Q2 		$513K Hold
15,950
– – 0.66% 30
2022
Q1 		$576K Buy
15,950
+9,300
+140% +$332K 0.6% 32
2021
Q4 		$248K Buy
+6,650
New +$246K 0.22% 55

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

My Personal CFO LLC's BJAN Position: Q2 2026 in Review

My Personal CFO LLC reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 0.34% in Q2 2026, selling an estimated $8.11K and leaving 41,894 shares worth $2.47M. The position accounts for 0.96% of the portfolio, ranked #29.

My Personal CFO LLC first reported a position in BJAN in Q4 2021 and has held it in 18 quarters since. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

  • My Personal CFO LLC held 41,894 shares of Innovator US Equity Buffer ETF January worth $2.47M as of Q2 2026.
  • My Personal CFO LLC sold 141 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $8.11K.
  • Innovator US Equity Buffer ETF January made up 0.96% of My Personal CFO LLC's portfolio in Q2 2026, its #29 holding.
  • My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF January in Q4 2021 and has held it in 18 quarters since.
  • 131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.