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Advyzon Investment Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Advyzon Investment Management’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 		$252K Buy
5,087
+398
+8% +$19.4K 0.02% 675
2026
Q1 		$216K Sell
4,689
-390
-8% -$18.3K 0.02% 639
2025
Q4 		$239K Buy
5,079
+207
+4% +$9.58K 0.03% 507
2025
Q3 		$223K Buy
+4,872
New +$219K 0.04% 409

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

Advyzon Investment Management's PJAN Position: Q2 2026 in Review

Advyzon Investment Management increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 8.5% in Q2 2026, buying an estimated $19.4K and bringing the position to 5,087 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #675.

Advyzon Investment Management first reported a position in PJAN in Q3 2025 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Advyzon Investment Management held 5,087 shares of Innovator US Equity Power Buffer ETF January worth $252K as of Q2 2026.
  • Advyzon Investment Management bought 398 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $19.4K.
  • Innovator US Equity Power Buffer ETF January made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #675 holding.
  • Advyzon Investment Management first reported a position in Innovator US Equity Power Buffer ETF January in Q3 2025 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.