SWA
BJAN icon

Stratos Wealth Advisors’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Stratos Wealth Advisors’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 		$707K Hold
13,256
– – 0.04% 321
2025
Q4 		$730K Sell
13,256
-310
-2% -$16.7K 0.04% 360
2025
Q3 		$719K Hold
13,566
– – 0.03% 381
2025
Q2 		$681K Hold
13,566
– – 0.04% 390
2025
Q1 		$633K Buy
13,566
+310
+2% +$14.9K 0.03% 390
2024
Q4 		$636K Sell
13,256
-5,409
-29% -$256K 0.03% 413
2024
Q3 		$869K Hold
18,665
– – 0.04% 386
2024
Q2 		$842K Hold
18,665
– – 0.04% 364
2024
Q1 		$813K Buy
18,665
+3,681
+25% +$155K 0.05% 365
2023
Q4 		$612K Sell
14,984
-422
-3% -$16.1K 0.04% 424
2023
Q3 		$566K Hold
15,406
– – 0.04% 406
2023
Q2 		$581K Hold
15,406
– – 0.04% 412
2023
Q1 		$542K Buy
+15,406
New +$529K 0.04% 405

Other funds holding BJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B 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 $71.6B AUM 21.08% 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