SageView Advisory Group’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

SageView Advisory Group’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	-3,700	Closed	-$204K	–	800
2025 Q4	$204K	Sell	3,700 -775	-17%	-$41.7K	0.01%	593
2025 Q3	$237K	Hold	4,475	–	–	0.01%	580
2025 Q2	$230K	Hold	4,475	–	–	0.01%	564
2025 Q1	$209K	Hold	4,475	–	–	0.01%	570
2024 Q4	$215K	Buy	+4,475	New	+$212K	0.01%	554

Other funds holding BJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

SageView Advisory Group's BJAN Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2026, closing a stake of 3,700 shares — an estimated $204K sold.

SageView Advisory Group first reported a position in BJAN in Q4 2024 and held it in 5 quarters. The position peaked at $237K in Q3 2025. 127 funds tracked by Wall St. Rank hold BJAN as of Q1 2026.

SageView Advisory Group reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3,700 Innovator US Equity Buffer ETF January shares in Q1 2026, an estimated $204K.
SageView Advisory Group first reported a position in Innovator US Equity Buffer ETF January in Q4 2024 and held it in 5 quarters.
SageView Advisory Group's Innovator US Equity Buffer ETF January position peaked at $237K in Q3 2025.
127 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.