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U.S. Capital Wealth Advisors’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

U.S. Capital 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 		$7.36M Buy
137,995
+6,207
+5% +$341K 0.19% 130
2025
Q4 		$7.26M Buy
131,788
+496
+0.4% +$26.7K 0.19% 136
2025
Q3 		$6.96M Buy
131,292
+131
+0.1% +$6.76K 0.19% 134
2025
Q2 		$6.59M Buy
131,161
+4,728
+4% +$224K 0.19% 134
2025
Q1 		$5.9M Sell
126,433
-7,451
-6% -$358K 0.18% 140
2024
Q4 		$6.42M Sell
133,884
-21,372
-14% -$1.01M 0.2% 124
2024
Q3 		$7.23M Sell
155,256
-7,278
-4% -$332K 0.25% 86
2024
Q2 		$7.33M Sell
162,534
-918
-0.6% -$40.2K 0.28% 78
2024
Q1 		$7.12M Buy
163,452
+42,214
+35% +$1.78M 0.27% 86
2023
Q4 		$4.95M Buy
121,238
+61,391
+103% +$2.35M 0.2% 119
2023
Q3 		$2.2M Sell
59,847
-2,385
-4% -$90.3K 0.1% 182
2023
Q2 		$2.35M Buy
+62,232
New +$2.24M 0.11% 185

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return