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PlanVest Financial’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

PlanVest Financial’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 		$55.8K Hold
947
– – 0.04% 210
2026
Q1 		$50.5K Buy
+947
New +$52K 0.04% 207

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 $103B AUM 28.65% 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

PlanVest Financial's BJAN Position: Q2 2026 in Review

PlanVest Financial held its Innovator US Equity Buffer ETF January (BJAN) position steady in Q2 2026 at 947 shares worth $55.8K. The position accounts for 0.04% of the portfolio, ranked #210.

PlanVest Financial first reported a position in BJAN in Q1 2026 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

  • PlanVest Financial held 947 shares of Innovator US Equity Buffer ETF January worth $55.8K as of Q2 2026.
  • PlanVest Financial left its Innovator US Equity Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF January made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #210 holding.
  • PlanVest Financial first reported a position in Innovator US Equity Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.