Sigma Planning Corp’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Sigma Planning Corp’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	$527K	Sell	8,944 -858	-9%	-$49.4K	0.01%	891
2026 Q1	$523K	Sell	9,802 -150	-2%	-$8.24K	0.01%	808
2025 Q4	$559K	Sell	9,952 -137	-1%	-$7.36K	0.02%	752
2025 Q3	$535K	Sell	10,089 -476	-5%	-$24.6K	0.02%	788
2025 Q2	$531K	Sell	10,565 -823	-7%	-$39K	0.02%	758
2025 Q1	$531K	Sell	11,388 -1,024	-8%	-$49.3K	0.02%	708
2024 Q4	$595K	Sell	12,412 -13,743	-53%	-$650K	0.02%	665
2024 Q3	$1.22M	Sell	26,155 -867	-3%	-$39.5K	0.04%	435
2024 Q2	$1.22M	Sell	27,022 -2,255	-8%	-$98.8K	0.04%	421
2024 Q1	$1.27M	Buy	29,277 +23,427	+400%	+$989K	0.04%	433
2023 Q4	$239K	Sell	5,850 -1,599	-21%	-$61.1K	0.02%	706
2023 Q3	$274K	Sell	7,449 -1,014	-12%	-$38.4K	0.01%	957
2023 Q2	$319K	Sell	8,463 -2,944	-26%	-$106K	0.01%	911
2023 Q1	$401K	Sell	11,407 -2,696	-19%	-$92.6K	0.01%	889
2022 Q4	$466K	Buy	14,103 +5,563	+65%	+$184K	0.02%	784
2022 Q3	$265K	Hold	8,540	–	–	0.01%	989
2022 Q2	$275K	Buy	8,540 +545	+7%	+$18.4K	0.01%	1030
2022 Q1	$289K	Sell	7,995 -1,097	-12%	-$39.1K	0.01%	1074
2021 Q4	$339K	Buy	9,092 +500	+6%	+$18.5K	0.01%	1015
2021 Q3	$310K	Buy	8,592 +141	+2%	+$5.11K	0.01%	1044
2021 Q2	$303K	Sell	8,451 -250	-3%	-$8.8K	0.01%	1077
2021 Q1	$297K	Buy	8,701 +1,916	+28%	+$63.8K	0.01%	996
2020 Q4	$222K	Buy	+6,785	New	+$214K	0.01%	1050

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $855M AUM

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sigma Planning Corp's BJAN Position: Q2 2026 in Review

Sigma Planning Corp reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 8.8% in Q2 2026, selling an estimated $49.4K and leaving 8,944 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #891.

Sigma Planning Corp first reported a position in BJAN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.27M in Q1 2024. 133 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

Sigma Planning Corp held 8,944 shares of Innovator US Equity Buffer ETF January worth $527K as of Q2 2026.
Sigma Planning Corp sold 858 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $49.4K.
Innovator US Equity Buffer ETF January made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #891 holding.
Sigma Planning Corp first reported a position in Innovator US Equity Buffer ETF January in Q4 2020 and has held it in 23 quarters since.
Sigma Planning Corp's Innovator US Equity Buffer ETF January position peaked at $1.27M in Q1 2024.
133 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.