Stuart Chaussee & Associates’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-112,930	Closed	-$5.99M	–	23
2025 Q3	$5.99M	Sell	112,930 -200	-0.2%	-$10.3K	1.31%	10
2025 Q2	$5.68M	Buy	113,130 +930	+0.8%	+$44K	1.28%	11
2025 Q1	$5.23M	Buy	112,200 +3,200	+3%	+$154K	1.3%	9
2024 Q4	$5.23M	Hold	109,000	–	–	1.3%	8
2024 Q3	$5.08M	Hold	109,000	–	–	1.33%	7
2024 Q2	$4.92M	Hold	109,000	–	–	1.35%	7
2024 Q1	$4.75M	Hold	109,000	–	–	1.36%	7
2023 Q4	$4.45M	Hold	109,000	–	–	1.3%	8
2023 Q3	$4M	Hold	109,000	–	–	1.33%	6
2023 Q2	$4.11M	Hold	109,000	–	–	1.29%	7
2023 Q1	$3.83M	Sell	109,000 -120	-0.1%	-$4.12K	1.3%	7
2022 Q4	$3.61M	Buy	+109,120	New	+$3.61M	1.33%	6

Other funds holding BJAN

COFG Advisors Oak Brook, Illinois $579M AUM

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

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

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stuart Chaussee & Associates's BJAN Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Buffer ETF January (BJAN) in Q4 2025, closing a stake of 112,930 shares — an estimated $5.99M sold.

Stuart Chaussee & Associates first reported a position in BJAN in Q4 2022 and held it in 12 quarters. The position peaked at $5.99M in Q3 2025. 112 funds tracked by Wall St. Rank hold BJAN as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Innovator US Equity Buffer ETF January position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 112,930 Innovator US Equity Buffer ETF January shares in Q4 2025, an estimated $5.99M.
Stuart Chaussee & Associates first reported a position in Innovator US Equity Buffer ETF January in Q4 2022 and held it in 12 quarters.
Stuart Chaussee & Associates's Innovator US Equity Buffer ETF January position peaked at $5.99M in Q3 2025.
112 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.