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Triad Wealth Partners’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Triad Wealth Partners’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 		$487K Sell
8,167
-2,976
-27% -$171K 0.03% 316
2026
Q1 		$594K Buy
+11,143
New +$612K 0.05% 244
2024
Q3 		– Sell
-2,136
Closed -$96.3K – 149
2024
Q2 		$96.3K Buy
+2,136
New +$93.6K 0.05% 156

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
CA
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Triad Wealth Partners's BJAN Position: Q2 2026 in Review

Triad Wealth Partners reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 27% in Q2 2026, selling an estimated $171K and leaving 8,167 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #316.

Triad Wealth Partners first reported a position in BJAN in Q2 2024 and has held it in 3 quarters since. The position peaked at $594K in Q1 2026. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

  • Triad Wealth Partners held 8,167 shares of Innovator US Equity Buffer ETF January worth $487K as of Q2 2026.
  • Triad Wealth Partners sold 2,976 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $171K.
  • Innovator US Equity Buffer ETF January made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #316 holding.
  • Triad Wealth Partners first reported a position in Innovator US Equity Buffer ETF January in Q2 2024 and has held it in 3 quarters since.
  • Triad Wealth Partners's Innovator US Equity Buffer ETF January position peaked at $594K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.