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 Q2	$537K	Buy	9,127 +5,101	+127%	+$293K	0.13%	98
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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $855M AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wood Tarver Financial Group's BJAN Position: Q2 2026 in Review

Wood Tarver Financial Group increased its Innovator US Equity Buffer ETF January (BJAN) stake by 127% in Q2 2026, buying an estimated $293K and bringing the position to 9,127 shares worth $537K. The position accounts for 0.13% of the portfolio, ranked #98.

Wood Tarver Financial Group first reported a position in BJAN in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold BJAN as of Q2 2026.

Wood Tarver Financial Group held 9,127 shares of Innovator US Equity Buffer ETF January worth $537K as of Q2 2026.
Wood Tarver Financial Group bought 5,101 Innovator US Equity Buffer ETF January shares in Q2 2026, an estimated $293K.
Innovator US Equity Buffer ETF January made up 0.13% of Wood Tarver Financial Group's portfolio in Q2 2026, its #98 holding.
Wood Tarver Financial Group first reported a position in Innovator US Equity Buffer ETF January in Q4 2024 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.