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

Spire Wealth 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 Q2	$1.1M	Sell	18,732 -109	-0.6%	-$6.27K	0.03%	369
2026 Q1	$1M	Buy	18,841 +4,374	+30%	+$240K	0.03%	383
2025 Q4	$796K	Sell	14,467 -1,942	-12%	-$104K	0.03%	443
2025 Q3	$870K	Sell	16,409 -61	-0.4%	-$3.15K	0.03%	401
2025 Q2	$827K	Sell	16,470 -269	-2%	-$12.7K	0.03%	395
2025 Q1	$781K	Buy	16,739 +11,531	+221%	+$555K	0.03%	460
2024 Q4	$250K	Hold	5,208	–	–	0.01%	759
2024 Q3	$242K	Hold	5,208	–	–	0.01%	686
2024 Q2	$235K	Hold	5,208	–	–	0.01%	682
2024 Q1	$227K	Hold	5,208	–	–	﹤0.01%	737
2023 Q4	$215K	Buy	5,208 +1,558	+43%	+$59.6K	0.01%	740
2023 Q3	$134K	Hold	3,650	–	–	0.01%	841
2023 Q2	$138K	Hold	3,650	–	–	0.01%	861
2023 Q1	$128K	Buy	3,650 +1,262	+53%	+$43.3K	0.01%	882
2022 Q4	$79K	Buy	2,388 +538	+29%	+$17.8K	﹤0.01%	822
2022 Q3	$57K	Sell	1,850 -1,047	-36%	-$35.1K	﹤0.01%	903
2022 Q2	$93K	Buy	2,897 +1,047	+57%	+$35.4K	﹤0.01%	1062
2022 Q1	$67K	Buy	+1,850	New	+$66K	﹤0.01%	1330
2021 Q4	–	Hold	0	–	–	–	1567

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Spire Wealth Management's BJAN Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 0.58% in Q2 2026, selling an estimated $6.27K and leaving 18,732 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #369.

Spire Wealth Management first reported a position in BJAN in Q1 2022 and has held it in 18 quarters since. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

Spire Wealth Management held 18,732 shares of Innovator US Equity Buffer ETF January worth $1.1M as of Q2 2026.
Spire Wealth Management sold 109 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $6.27K.
Innovator US Equity Buffer ETF January made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #369 holding.
Spire Wealth Management first reported a position in Innovator US Equity Buffer ETF January in Q1 2022 and has held it in 18 quarters since.
131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.