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RMG Wealth Management’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

RMG Wealth Management’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 		– Sell
-13,967
Closed -$594K – 597
2025
Q4 		$594K Buy
+13,967
New +$751K 0.08% 27

Other funds holding BJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $85.1B AUM 27.35% 1-Year Est. Return

RMG Wealth Management's BJAN Position: Q1 2026 in Review

RMG Wealth Management sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2026, closing a stake of 13,967 shares — an estimated $594K sold.

RMG Wealth Management first reported a position in BJAN in Q4 2025 and held it in 1 quarter. The position peaked at $594K in Q4 2025. 126 funds tracked by Wall St. Rank hold BJAN as of Q1 2026.

  • RMG Wealth Management reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2026 after selling out during the quarter.
  • RMG Wealth Management sold 13,967 Innovator US Equity Buffer ETF January shares in Q1 2026, an estimated $594K.
  • RMG Wealth Management first reported a position in Innovator US Equity Buffer ETF January in Q4 2025 and held it in 1 quarter.
  • RMG Wealth Management's Innovator US Equity Buffer ETF January position peaked at $594K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.