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Seros Financial’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Seros Financial’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
2025
Q1 		– Sell
-124,477
Closed -$5.61M – 56
2024
Q4 		$5.61M Buy
+124,477
New +$5.89M 5.05% 9

Other funds holding BJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Seros Financial's BJAN Position: Q1 2025 in Review

Seros Financial sold out of Innovator US Equity Buffer ETF January (BJAN) in Q1 2025, closing a stake of 124,477 shares — an estimated $5.61M sold.

Seros Financial first reported a position in BJAN in Q4 2024 and held it in 1 quarter. The position peaked at $5.61M in Q4 2024. 105 funds tracked by Wall St. Rank hold BJAN as of Q1 2025.

  • Seros Financial reported no remaining Innovator US Equity Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Seros Financial sold 124,477 Innovator US Equity Buffer ETF January shares in Q1 2025, an estimated $5.61M.
  • Seros Financial first reported a position in Innovator US Equity Buffer ETF January in Q4 2024 and held it in 1 quarter.
  • Seros Financial's Innovator US Equity Buffer ETF January position peaked at $5.61M in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2025.

Based on Seros Financial's 13F filing for Q1 2025, filed 16 Apr 2025.