WP
BJAN icon

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
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

BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 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