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

WealthPLAN 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 		– Sell
-4,451
Closed -$237K – 235
2026
Q1 		$237K Buy
4,451
+102
+2% +$5.61K 0.05% 206
2025
Q4 		$239K Sell
4,349
-3,288
-43% -$177K 0.04% 249
2025
Q3 		$405K Buy
+7,637
New +$394K 0.06% 191
2023
Q3 		– Sell
-182
Closed -$6.87K – 395
2023
Q2 		$6.87K Hold
182
– – ﹤0.01% 856
2023
Q1 		$6.4K Buy
+182
New +$6.25K ﹤0.01% 956

Other funds holding BJAN

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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 Partners's BJAN Position: Q2 2026 in Review

WealthPLAN Partners sold out of Innovator US Equity Buffer ETF January (BJAN) in Q2 2026, closing a stake of 4,451 shares — an estimated $237K sold.

WealthPLAN Partners first reported a position in BJAN in Q1 2023 and held it in 5 quarters. The position peaked at $405K in Q3 2025. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

  • WealthPLAN Partners reported no remaining Innovator US Equity Buffer ETF January position as of Q2 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 4,451 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $237K.
  • WealthPLAN Partners first reported a position in Innovator US Equity Buffer ETF January in Q1 2023 and held it in 5 quarters.
  • WealthPLAN Partners's Innovator US Equity Buffer ETF January position peaked at $405K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.