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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
Q3 		$2.54M Sell
41,885
-9
-0% -$539 0.91% 28
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

MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

My Personal CFO LLC's BJAN Position: Q3 2026 in Review

My Personal CFO LLC reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 0.02% in Q3 2026, selling an estimated $539 and leaving 41,885 shares worth $2.54M. The position accounts for 0.91% of the portfolio, ranked #28.

My Personal CFO LLC first reported a position in BJAN in Q4 2021 and has held it in 19 quarters since. 16 funds tracked by Wall St. Rank hold BJAN as of Q3 2026.

  • My Personal CFO LLC held 41,885 shares of Innovator US Equity Buffer ETF January worth $2.54M as of Q3 2026.
  • My Personal CFO LLC sold 9 Innovator US Equity Buffer ETF January shares in Q3 2026, an estimated $539.
  • Innovator US Equity Buffer ETF January made up 0.91% of My Personal CFO LLC's portfolio in Q3 2026, its #28 holding.
  • My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF January in Q4 2021 and has held it in 19 quarters since.
  • 16 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.