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Steward Partners Investment Advisory’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Steward Partners Investment Advisory’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 		$5.44M Buy
101,980
+13,253
+15% +$728K 0.03% 489
2025
Q4 		$4.88M Sell
88,727
-8,363
-9% -$449K 0.03% 477
2025
Q3 		$5.15M Sell
97,090
-137
-0.1% -$7.07K 0.03% 464
2025
Q2 		$4.88M Buy
97,227
+808
+0.8% +$38.3K 0.04% 433
2025
Q1 		$4.5M Buy
96,419
+95,343
+8,861% +$4.59M 0.04% 426
2024
Q4 		$51.6K Buy
1,076
+832
+341% +$39.3K ﹤0.01% 2322
2024
Q3 		$11.4K Hold
244
– – ﹤0.01% 2905
2024
Q2 		$11K Hold
244
– – ﹤0.01% 2778
2024
Q1 		$10.6K Buy
+244
New +$10.3K ﹤0.01% 2787

Other funds holding BJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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 $79.5B AUM 27.1% 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

Steward Partners Investment Advisory's BJAN Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Innovator US Equity Buffer ETF January (BJAN) stake by 15% in Q1 2026, buying an estimated $728K and bringing the position to 101,980 shares worth $5.44M. The position accounts for 0.03% of the portfolio, ranked #489.

Steward Partners Investment Advisory first reported a position in BJAN in Q1 2024 and has held it in 9 quarters since. 126 funds tracked by Wall St. Rank hold BJAN as of Q1 2026.

  • Steward Partners Investment Advisory held 101,980 shares of Innovator US Equity Buffer ETF January worth $5.44M as of Q1 2026.
  • Steward Partners Investment Advisory bought 13,253 Innovator US Equity Buffer ETF January shares in Q1 2026, an estimated $728K.
  • Innovator US Equity Buffer ETF January made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #489 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator US Equity Buffer ETF January in Q1 2024 and has held it in 9 quarters since.
  • 126 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.