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 $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

Secure Asset Management's BJAN Position: Q1 2026 in Review

Secure Asset Management sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2026, closing a stake of 5,598 shares — an estimated $308K sold.

Secure Asset Management first reported a position in BJAN in Q1 2024 and held it in 8 quarters. The position peaked at $337K in Q3 2025. 126 funds tracked by Wall St. Rank hold BJAN as of Q1 2026.

Secure Asset Management reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2026 after selling out during the quarter.
Secure Asset Management sold 5,598 Innovator US Equity Buffer ETF January shares in Q1 2026, an estimated $308K.
Secure Asset Management first reported a position in Innovator US Equity Buffer ETF January in Q1 2024 and held it in 8 quarters.
Secure Asset Management's Innovator US Equity Buffer ETF January position peaked at $337K in Q3 2025.
126 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.