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AA Financial Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

AA Financial Advisors’s Portfolio PJAN Stock Details PJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.45M Sell
170,656
-6,533
-4% -$318K 1.02% 27
2026
Q1 		$8.17M Sell
177,189
-4,202
-2% -$198K 1.15% 25
2025
Q4 		$8.53M Sell
181,391
-10,377
-5% -$480K 1.58% 18
2025
Q3 		$8.78M Buy
191,768
+809
+0.4% +$36.3K 1.73% 19
2025
Q2 		$8.41M Sell
190,959
-183
-0.1% -$7.69K 1.81% 19
2025
Q1 		$7.93M Sell
191,142
-67
-0% -$2.84K 1.93% 14
2024
Q4 		$8.08M Buy
191,209
+15,034
+9% +$628K 2.15% 9
2024
Q3 		$7.28M Buy
176,175
+6,200
+4% +$252K 2.11% 8
2024
Q2 		$6.84M Buy
169,975
+115
+0.1% +$4.52K 2.41% 7
2024
Q1 		$6.64M Buy
169,860
+1,312
+0.8% +$50.1K 2.68% 6
2023
Q4 		$6.28M Buy
+168,548
New +$6.04M 4.18% 7

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AA Financial Advisors's PJAN Position: Q2 2026 in Review

AA Financial Advisors reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 3.7% in Q2 2026, selling an estimated $318K and leaving 170,656 shares worth $8.45M. The position accounts for 1.02% of the portfolio, ranked #27.

AA Financial Advisors first reported a position in PJAN in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.78M in Q3 2025. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • AA Financial Advisors held 170,656 shares of Innovator US Equity Power Buffer ETF January worth $8.45M as of Q2 2026.
  • AA Financial Advisors sold 6,533 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $318K.
  • Innovator US Equity Power Buffer ETF January made up 1.02% of AA Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • AA Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2023 and has held it in 11 quarters since.
  • AA Financial Advisors's Innovator US Equity Power Buffer ETF January position peaked at $8.78M in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.