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Whipplewood Advisors’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Whipplewood Advisors’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
-1,180
Closed -$62.9K – 683
2026
Q1 		$62.9K Hold
1,180
– – 0.03% 238
2025
Q4 		$65K Hold
1,180
– – 0.04% 181
2025
Q3 		$62.6K Hold
1,180
– – 0.04% 179
2025
Q2 		$59.3K Buy
1,180
+685
+138% +$32.4K 0.03% 295
2025
Q1 		$55K Sell
495
-685
-58% -$32.9K 0.03% 292
2024
Q4 		$56.6K Buy
+1,180
New +$55.8K 0.03% 293

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

Whipplewood Advisors's BJAN Position: Q2 2026 in Review

Whipplewood Advisors sold out of Innovator US Equity Buffer ETF January (BJAN) in Q2 2026, closing a stake of 1,180 shares — an estimated $62.9K sold.

Whipplewood Advisors first reported a position in BJAN in Q4 2024 and held it in 6 quarters. The position peaked at $65K in Q4 2025. 131 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

  • Whipplewood Advisors reported no remaining Innovator US Equity Buffer ETF January position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 1,180 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $62.9K.
  • Whipplewood Advisors first reported a position in Innovator US Equity Buffer ETF January in Q4 2024 and held it in 6 quarters.
  • Whipplewood Advisors's Innovator US Equity Buffer ETF January position peaked at $65K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.