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
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 		$85.7K 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% 6586
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B 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

UBS Group's BJAN Position: Q1 2026 in Review

UBS Group opened a new position in Innovator US Equity Buffer ETF January (BJAN) in Q1 2026: 127 shares worth $6.77K. The stake represents ﹤0.01% of the portfolio and ranks #8658 among its holdings. This is a return to the name: UBS Group previously reported a position in BJAN as recently as Q3 2025.

UBS Group first reported a position in BJAN in Q1 2019 and has held it in 18 quarters since. The position peaked at $442K in Q3 2024. 125 funds tracked by Wall St. Rank hold BJAN as of Q1 2026.

  • UBS Group held 127 shares of Innovator US Equity Buffer ETF January worth $6.77K as of Q1 2026.
  • Innovator US Equity Buffer ETF January was a new UBS Group position in Q1 2026.
  • Innovator US Equity Buffer ETF January made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8658 holding.
  • UBS Group first reported a position in Innovator US Equity Buffer ETF January in Q1 2019 and has held it in 18 quarters since.
  • UBS Group's Innovator US Equity Buffer ETF January position peaked at $442K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.