PCS
BJAN icon

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

Personal CFO Solutions’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 		$12.5M Buy
+234,460
New +$12.9M 1.76% 10
2022
Q2 		– Sell
-244,781
Closed -$8.84M – 440
2022
Q1 		$8.84M Sell
244,781
-82,494
-25% -$2.94M 1.74% 9
2021
Q4 		$12.2M Buy
+327,275
New +$12.1M 2.28% 8
2021
Q2 		– Sell
-279,349
Closed -$9.54M – 443
2021
Q1 		$9.54M Buy
+279,349
New +$9.31M 2.06% 7
2020
Q3 		– Sell
-39,530
Closed -$1.12M – 159
2020
Q2 		$1.12M Buy
39,530
+19,275
+95% +$525K 0.33% 70
2020
Q1 		$500K Buy
+20,255
New +$565K 0.18% 118

Other funds holding BJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 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
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
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return