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 Q2	–	Sell	-234,460	Closed	-$12.5M	–	532
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 $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $855M AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Personal CFO Solutions's BJAN Position: Q2 2026 in Review

Personal CFO Solutions sold out of Innovator US Equity Buffer ETF January (BJAN) in Q2 2026, closing a stake of 234,460 shares — an estimated $12.5M sold.

Personal CFO Solutions first reported a position in BJAN in Q1 2020 and held it in 6 quarters. The position peaked at $12.5M in Q1 2026. 133 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

Personal CFO Solutions reported no remaining Innovator US Equity Buffer ETF January position as of Q2 2026 after selling out during the quarter.
Personal CFO Solutions sold 234,460 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $12.5M.
Personal CFO Solutions first reported a position in Innovator US Equity Buffer ETF January in Q1 2020 and held it in 6 quarters.
Personal CFO Solutions's Innovator US Equity Buffer ETF January position peaked at $12.5M in Q1 2026.
133 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.