WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BJAN — INNOVATOR ETFS TRUST

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  5 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported INNOVATOR ETFS TRUST (BJAN) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows BJAN at 0.00% 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC'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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

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

Time in book
Holding Window
2025 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 33,414 -14,596 -30.4% 0.00% $1.8M 2026-04-08 $54.90
2025 Q4 REDUCED — — — 48,010 -1,016 -2.1% 0.00% $2.7M 2026-01-08 $55.46
2025 Q3 REDUCED 71.2% +3.8% ❌ 49,026 -121,066 -71.2% 0.00% $2.6M 2025-10-29 $53.72
2025 Q2 ADDED — — — 170,092 +153,896 +950.2% 0.01% $8.6M 2025-07-10 $50.65
2025 Q1 INITIATED — — — 16,196 — — 0.00% $755K 2025-04-16 $44.48

🏢 Other funds also holding BJAN

As of 2026 Q1 — sorted by position size

COFG Advisors, LLC 5.22% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 3.53% PERSONAL CFO SOLUTIONS, LLC 3Y 1.76% Maltin Wealth Management, Inc. 3Y 1.73% Crown Wealth Group, LLC 3Y 1.4% FSA Advisors, Inc. 1.35% DHJJ Financial Advisors, Ltd. 3Y 1.16% My Personal CFO, LLC 3Y 0.98% City Center Advisors, LLC 0.72% BFI Wealth Solutions, LLC 0.66%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and BJAN

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

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning BJAN?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported BJAN across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BJAN position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for BJAN was 0.01% in 2025 Q2.

What is the latest reported BJAN position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 33,414 shares, equal to 0.00% of portfolio, with an estimated market value of $1.8M.

What does the chart on this BJAN ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC'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.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their BJAN position?

Based on 13F filing dates vs. subsequent BJAN price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on BJAN relative to SPY over the holding period was -5.2%.

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