PS
BJAN icon

Principal Securities’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,747
Closed -$92.6K – 1586
2025
Q3 		$92.6K Sell
1,747
-120
-6% -$6.19K ﹤0.01% 1631
2025
Q2 		$93.8K Buy
1,867
+612
+49% +$29K ﹤0.01% 1573
2025
Q1 		$60.2K Hold
1,255
– – ﹤0.01% 1677
2024
Q4 		$60.2K Buy
1,255
+348
+38% +$16.5K ﹤0.01% 1674
2024
Q3 		$42.2K Hold
907
– – ﹤0.01% 1766
2024
Q2 		$40.9K Buy
907
+85
+10% +$3.72K ﹤0.01% 1713
2024
Q1 		$35.8K Sell
822
-62
-7% -$2.62K ﹤0.01% 1719
2023
Q4 		$36.1K Buy
+884
New +$33.8K ﹤0.01% 1625

Other funds holding BJAN

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return