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Wood Tarver Financial Group’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Wood Tarver Financial 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 		$214K Hold
4,026
– – 0.06% 147
2025
Q4 		$221K Hold
4,026
– – 0.06% 143
2025
Q3 		$213K Hold
4,026
– – 0.06% 146
2025
Q2 		$202K Hold
4,026
– – 0.06% 142
2025
Q1 		$188K Buy
4,026
+17
+0.4% +$818 0.06% 133
2024
Q4 		$192K Buy
+4,009
New +$190K 0.06% 134

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

Wood Tarver Financial Group's BJAN Position: Q1 2026 in Review

Wood Tarver Financial Group held its Innovator US Equity Buffer ETF January (BJAN) position steady in Q1 2026 at 4,026 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #147.

Wood Tarver Financial Group first reported a position in BJAN in Q4 2024 and has held it in 6 quarters since. The position peaked at $221K in Q4 2025. 125 funds tracked by Wall St. Rank hold BJAN as of Q1 2026.

  • Wood Tarver Financial Group held 4,026 shares of Innovator US Equity Buffer ETF January worth $214K as of Q1 2026.
  • Wood Tarver Financial Group left its Innovator US Equity Buffer ETF January share count unchanged in Q1 2026.
  • Innovator US Equity Buffer ETF January made up 0.06% of Wood Tarver Financial Group's portfolio in Q1 2026, its #147 holding.
  • Wood Tarver Financial Group first reported a position in Innovator US Equity Buffer ETF January in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's Innovator US Equity Buffer ETF January position peaked at $221K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.