Sagespring Wealth Partners’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Sagespring Wealth Partners’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	$375K	Hold	6,365	–	–	0.01%	603
2026 Q1	$339K	Buy	6,365 +675	+12%	+$37.1K	0.01%	610
2025 Q4	$313K	Hold	5,690	–	–	0.01%	606
2025 Q3	$302K	Hold	5,690	–	–	0.01%	606
2025 Q2	$286K	Hold	5,690	–	–	0.01%	596
2025 Q1	$265K	Buy	+5,690	New	+$274K	0.01%	555

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

Sagespring Wealth Partners's BJAN Position: Q2 2026 in Review

Sagespring Wealth Partners held its Innovator US Equity Buffer ETF January (BJAN) position steady in Q2 2026 at 6,365 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #603.

Sagespring Wealth Partners first reported a position in BJAN in Q1 2025 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

Sagespring Wealth Partners held 6,365 shares of Innovator US Equity Buffer ETF January worth $375K as of Q2 2026.
Sagespring Wealth Partners left its Innovator US Equity Buffer ETF January share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF January made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #603 holding.
Sagespring Wealth Partners first reported a position in Innovator US Equity Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
133 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.