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WealthPlan Investment Management’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

WealthPlan Investment Management’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 		$551K Sell
9,368
-89
-0.9% -$5.12K 0.03% 302
2026
Q1 		$504K Sell
9,457
-129
-1% -$7.09K 0.03% 299
2025
Q4 		$528K Sell
9,586
-6,560
-41% -$353K 0.03% 252
2025
Q3 		$856K Buy
+16,146
New +$833K 0.06% 186

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

WealthPlan Investment Management's BJAN Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 0.94% in Q2 2026, selling an estimated $5.12K and leaving 9,368 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #302.

WealthPlan Investment Management first reported a position in BJAN in Q3 2025 and has held it in 4 quarters since. The position peaked at $856K in Q3 2025. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

  • WealthPlan Investment Management held 9,368 shares of Innovator US Equity Buffer ETF January worth $551K as of Q2 2026.
  • WealthPlan Investment Management sold 89 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $5.12K.
  • Innovator US Equity Buffer ETF January made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #302 holding.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Buffer ETF January in Q3 2025 and has held it in 4 quarters since.
  • WealthPlan Investment Management's Innovator US Equity Buffer ETF January position peaked at $856K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.