Advisor OS’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Advisor OS’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 Q1	$356K	Buy	+7,709	New	+$362K	0.03%	391

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Advisor OS's PJAN Position: Q1 2026 in Review

Advisor OS opened a new position in Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2026: 7,709 shares worth $356K. The stake represents 0.03% of the portfolio and ranks #391 among its holdings.

280 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

Advisor OS held 7,709 shares of Innovator US Equity Power Buffer ETF January worth $356K as of Q1 2026.
Innovator US Equity Power Buffer ETF January was a new Advisor OS position in Q1 2026.
Innovator US Equity Power Buffer ETF January made up 0.03% of Advisor OS's portfolio in Q1 2026, its #391 holding.
280 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.