SAM
BJAN icon

Secure Asset Management’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Secure Asset 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
-5,598
Closed -$308K – 332
2025
Q4 		$308K Sell
5,598
-747
-12% -$40.1K 0.05% 261
2025
Q3 		$337K Hold
6,345
– – 0.06% 232
2025
Q2 		$319K Hold
6,345
– – 0.06% 244
2025
Q1 		$296K Hold
6,345
– – 0.06% 236
2024
Q4 		$304K Sell
6,345
-250
-4% -$11.8K 0.05% 250
2024
Q3 		$307K Hold
6,595
– – 0.05% 245
2024
Q2 		$297K Hold
6,595
– – 0.06% 231
2024
Q1 		$287K Buy
+6,595
New +$278K 0.07% 185

Other funds holding BJAN

BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
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
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 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