BJAN — INNOVATOR ETFS TR

Ownership history in Schulz Wealth, LTD.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Schulz Wealth, LTD. reported a position in INNOVATOR ETFS TR (BJAN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.24% (2023 Q4)
Avg. % of fund
1.18%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 32,130 — 0% 1.13% $1.8M $55.05
2025 Q3 UNCHANGED 32,130 — 0% 1.13% $1.7M $53.02
2025 Q2 UNCHANGED 32,130 — 0% 1.21% $1.6M $50.22
2025 Q1 UNCHANGED 32,130 — 0% 1.14% $1.5M $46.63
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BJAN price (monthly, adj. close)

Other funds also holding BJAN

As of 2025 Q4 — sorted by position size

INTEGRAL INVESTMENT ADVISORS, INC. 3Y 3.59% Maltin Wealth Management, Inc. 3Y 1.82% FSA Advisors, Inc. 1.51% Crown Wealth Group, LLC 3Y 1.39% Stuart Chaussee & Associates, Inc. 3Y 7Y 1.31% DHJJ Financial Advisors, Ltd. 3Y 1.13% Motiv8 Investments LLC 1.07% My Personal CFO, LLC 3Y 0.96% BFI Wealth Solutions, LLC 0.76% City Center Advisors, LLC 0.73%
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