UBS Group
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UBS Group’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

UBS Group’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 		– Sell
-127
Closed -$6.77K – 10457
2026
Q1 		$6.77K Buy
+127
New +$6.98K ﹤0.01% 8658
2025
Q4 		– Sell
-248
Closed -$13.1K – 10521
2025
Q3 		$13.1K Buy
+248
New +$12.8K ﹤0.01% 8409
2024
Q4 		– Sell
-9,488
Closed -$442K – 9934
2024
Q3 		$442K Buy
9,488
+9,202
+3,217% +$419K ﹤0.01% 5317
2024
Q2 		$12.9K Sell
286
-696
-71% -$30.5K ﹤0.01% 7580
2024
Q1 		$42.8K Buy
+982
New +$41.4K ﹤0.01% 6581
2023
Q4 		– Sell
-655
Closed -$24.1K – 9320
2023
Q3 		$24.1K Sell
655
-2,424
-79% -$91.7K ﹤0.01% 6703
2023
Q2 		$116K Buy
3,079
+643
+26% +$23.1K ﹤0.01% 5878
2023
Q1 		$85.6K Buy
2,436
+1,589
+188% +$54.6K ﹤0.01% 6032
2022
Q4 		$28K Sell
847
-4,328
-84% -$143K ﹤0.01% 7311
2022
Q3 		$160K Buy
5,175
+4,687
+960% +$157K ﹤0.01% 5283
2022
Q2 		$16K Buy
+488
New +$16.5K ﹤0.01% 7176
2021
Q4 		– Sell
-889
Closed -$32K – 10255
2021
Q3 		$32K Sell
889
-766
-46% -$27.7K ﹤0.01% 6686
2021
Q2 		$59K Buy
+1,655
New +$58.3K ﹤0.01% 6286
2020
Q2 		– Sell
-1,764
Closed -$44K – 7942
2020
Q1 		$44K Buy
1,764
+620
+54% +$17.3K ﹤0.01% 5928
2019
Q4 		$33K Buy
1,144
+692
+153% +$20.2K ﹤0.01% 6583
2019
Q3 		$13K Sell
452
-2,728
-86% -$78.8K ﹤0.01% 6988
2019
Q2 		$91K Buy
3,180
+1,593
+100% +$44.9K ﹤0.01% 5440
2019
Q1 		$44K Buy
+1,587
New +$42.7K ﹤0.01% 5639

Other funds holding BJAN

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
COFG Advisors
COFG Advisors Oak Brook, Illinois $579M AUM
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Integral Investment Advisors
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
Talon Private Wealth
Talon Private Wealth The Villages, Florida $855M AUM
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

UBS Group's BJAN Position: Q2 2026 in Review

UBS Group sold out of Innovator US Equity Buffer ETF January (BJAN) in Q2 2026, closing a stake of 127 shares — an estimated $6.77K sold.

UBS Group first reported a position in BJAN in Q1 2019 and held it in 18 quarters. The position peaked at $442K in Q3 2024. 133 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

  • UBS Group reported no remaining Innovator US Equity Buffer ETF January position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 127 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $6.77K.
  • UBS Group first reported a position in Innovator US Equity Buffer ETF January in Q1 2019 and held it in 18 quarters.
  • UBS Group's Innovator US Equity Buffer ETF January position peaked at $442K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.