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Action Point Financial Planning’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Action Point Financial Planning’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 		$193K Buy
+3,894
New +$190K 0.02% 449

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

Action Point Financial Planning's PJAN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2026: 3,894 shares worth $193K. The stake represents 0.02% of the portfolio and ranks #449 among its holdings.

289 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Action Point Financial Planning held 3,894 shares of Innovator US Equity Power Buffer ETF January worth $193K as of Q2 2026.
  • Innovator US Equity Power Buffer ETF January was a new Action Point Financial Planning position in Q2 2026.
  • Innovator US Equity Power Buffer ETF January made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #449 holding.
  • 289 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.