BJAN — INNOVATOR ETFS TRUST

Ownership history in BCS Wealth Management  ·  9 quarters on record

AI Ownership Summary

BCS Wealth Management reported INNOVATOR ETFS TRUST (BJAN) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.18% in 2024 Q2. The latest visible filing shows BJAN at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BJAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BCS Wealth Management's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BJAN was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BJAN stock page BCS Wealth Management fund profile BCS Wealth Management full holdings
How BCS Wealth Management held BJAN — position size vs. price
% of Fund (quarterly)    BJAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,197 -5,713 -48.0% 0.07% $330K 2026-04-17 $56.86
2025 Q4 ADDED 11,910 +4,610 +63.2% 0.07% $656K 2026-01-26 $55.68
2025 Q3 UNCHANGED 7,300 — 0% 0.09% $387K 2025-10-22 $53.18
2025 Q2 REDUCED 7,300 -767 -9.5% 0.08% $367K 2025-07-15 $50.50
2025 Q1 ADDED 8,067 +85 +1.1% 0.10% $376K 2025-04-14 $45.36
2024 Q4 REDUCED 7,982 -395 -4.7% 0.10% $383K 2025-01-13 $47.70
2024 Q3 UNCHANGED 8,377 — 0% 0.17% $390K 2024-10-17 $46.90
2024 Q2 REDUCED 8,377 -31 -0.4% 0.18% $378K 2024-07-16 $45.77
2024 Q1 INITIATED 8,408 — — 0.12% $366K 2024-04-10 $43.19

🏢 Other funds also holding BJAN

As of 2026 Q1 — sorted by position size

DHJJ Financial Advisors, Ltd. 3Y 1.16% City Center Advisors, LLC 0.72% Brookstone Capital Management 3Y 7Y 0.39% Chris Bulman Inc 0.34% Ballast Rock Private Wealth LLC 0.32% Lantz Financial LLC 3Y 7Y 0.28% U.S. Capital Wealth Advisors, LLC 3Y 0.19% Pinnacle Wealth Management Group, Inc. 3Y 0.14% Diligent Investors, LLC 3Y 7Y 0.08% Outlook Wealth Advisors, LLC 3Y 7Y 0.05%

FAQ About BCS Wealth Management and BJAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has BCS Wealth Management reported owning BJAN?

BCS Wealth Management reported BJAN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BJAN position in BCS Wealth Management's portfolio?

The largest reported portfolio weight for BJAN was 0.18% in 2024 Q2.

What is the latest reported BJAN position on this page?

The most recent filing on this page is 2026 Q1, when BCS Wealth Management reported 6,197 shares, equal to 0.07% of portfolio, with an estimated market value of $330K.

What does the chart on this BJAN ownership page compare?

The chart compares BCS Wealth Management's quarterly BJAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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