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

Schulz Wealth’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 		$1.89M Buy
+32,130
New +$1.85M 0.98% 24
2025
Q4 		$1.77M Hold
32,130
– – 1.13% 21
2025
Q3 		$1.7M Hold
32,130
– – 1.13% 20
2025
Q2 		$1.61M Hold
32,130
– – 1.21% 20
2025
Q1 		$1.5M Hold
32,130
– – 1.14% 18
2024
Q4 		$1.54M Hold
32,130
– – 1.18% 17
2024
Q3 		$1.5M Buy
32,130
+420
+1% +$19.1K 1.16% 18
2024
Q2 		$1.43M Hold
31,710
– – 1.21% 17
2024
Q1 		$1.38M Hold
31,710
– – 1.18% 16
2023
Q4 		$1.3M Buy
+31,710
New +$1.21M 1.24% 14

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 $104B AUM 28.3% 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

Schulz Wealth's BJAN Position: Q2 2026 in Review

Schulz Wealth opened a new position in Innovator US Equity Buffer ETF January (BJAN) in Q2 2026: 32,130 shares worth $1.89M. The stake represents 0.98% of the portfolio and ranks #24 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in BJAN as recently as Q4 2025.

Schulz Wealth first reported a position in BJAN in Q4 2023 and has held it in 10 quarters since. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

  • Schulz Wealth held 32,130 shares of Innovator US Equity Buffer ETF January worth $1.89M as of Q2 2026.
  • Innovator US Equity Buffer ETF January was a new Schulz Wealth position in Q2 2026.
  • Innovator US Equity Buffer ETF January made up 0.98% of Schulz Wealth's portfolio in Q2 2026, its #24 holding.
  • Schulz Wealth first reported a position in Innovator US Equity Buffer ETF January in Q4 2023 and has held it in 10 quarters since.
  • 131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.