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OneDigital Investment Advisors’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

OneDigital Investment Advisors’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 		$438K Hold
7,437
– – ﹤0.01% 1099
2026
Q1 		$397K Sell
7,437
-435
-6% -$23.9K ﹤0.01% 1047
2025
Q4 		$433K Hold
7,872
– – ﹤0.01% 1013
2025
Q3 		$417K Sell
7,872
-3,589
-31% -$185K ﹤0.01% 1013
2025
Q2 		$576K Sell
11,461
-1,480
-11% -$70.1K 0.01% 849
2025
Q1 		$603K Sell
12,941
-138
-1% -$6.64K 0.01% 788
2024
Q4 		$627K Sell
13,079
-6,095
-32% -$288K 0.01% 799
2024
Q3 		$893K Sell
19,174
-2,198
-10% -$100K 0.01% 691
2024
Q2 		$964K Sell
21,372
-29
-0.1% -$1.27K 0.01% 634
2024
Q1 		$932K Sell
21,401
-270
-1% -$11.4K 0.01% 528
2023
Q4 		$885K Sell
21,671
-1,506
-6% -$57.6K 0.02% 522
2023
Q3 		$852K Sell
23,177
-278
-1% -$10.5K 0.02% 467
2023
Q2 		$885K Sell
23,455
-247
-1% -$8.88K 0.02% 441
2023
Q1 		$833K Buy
23,702
+4,620
+24% +$159K 0.02% 440
2022
Q4 		$630K Buy
19,082
+2,680
+16% +$88.7K 0.02% 460
2022
Q3 		$509K Sell
16,402
-156
-0.9% -$5.22K 0.02% 453
2022
Q2 		$532K Hold
16,558
– – 0.02% 397
2022
Q1 		$598K Sell
16,558
-600
-3% -$21.4K 0.02% 392
2021
Q4 		$640K Sell
17,158
-700
-4% -$25.8K 0.02% 373
2021
Q3 		$644K Sell
17,858
-243
-1% -$8.8K 0.03% 358
2021
Q2 		$648K Buy
+18,101
New +$637K 0.03% 347

Other funds holding BJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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 $103B AUM 28.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

OneDigital Investment Advisors's BJAN Position: Q2 2026 in Review

OneDigital Investment Advisors held its Innovator US Equity Buffer ETF January (BJAN) position steady in Q2 2026 at 7,437 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

OneDigital Investment Advisors first reported a position in BJAN in Q2 2021 and has held it in 21 quarters since. The position peaked at $964K in Q2 2024. 82 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

  • OneDigital Investment Advisors held 7,437 shares of Innovator US Equity Buffer ETF January worth $438K as of Q2 2026.
  • OneDigital Investment Advisors left its Innovator US Equity Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF January made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1099 holding.
  • OneDigital Investment Advisors first reported a position in Innovator US Equity Buffer ETF January in Q2 2021 and has held it in 21 quarters since.
  • OneDigital Investment Advisors's Innovator US Equity Buffer ETF January position peaked at $964K in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.