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AE Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

AE Wealth 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
Q1 		$2.07M Sell
44,939
-1,781
-4% -$83.7K 0.01% 634
2025
Q4 		$2.2M Buy
46,720
+1,002
+2% +$46.4K 0.01% 579
2025
Q3 		$2.09M Buy
45,718
+2,397
+6% +$108K 0.01% 555
2025
Q2 		$1.91M Sell
43,321
-13,185
-23% -$554K 0.01% 546
2025
Q1 		$2.34M Buy
56,506
+12,051
+27% +$511K 0.02% 489
2024
Q4 		$1.88M Buy
44,455
+219
+0.5% +$9.15K 0.02% 542
2024
Q3 		$1.83M Buy
44,236
+187
+0.4% +$7.59K 0.02% 558
2024
Q2 		$1.77M Buy
44,049
+4,561
+12% +$179K 0.02% 550
2024
Q1 		$1.54M Sell
39,488
-26,297
-40% -$1M 0.02% 555
2023
Q4 		$2.49M Sell
65,785
-62,340
-49% -$2.24M 0.01% 832
2023
Q3 		$4.46M Sell
128,125
-10,118
-7% -$357K 0.03% 574
2023
Q2 		$4.85M Sell
138,243
-7,755
-5% -$263K 0.03% 539
2023
Q1 		$4.85M Buy
145,998
+23,928
+20% +$779K 0.03% 516
2022
Q4 		$3.85M Buy
122,070
+3,452
+3% +$108K 0.03% 543
2022
Q3 		$3.49M Buy
118,618
+1,572
+1% +$48.7K 0.03% 522
2022
Q2 		$3.52M Sell
117,046
-1,567
-1% -$48.7K 0.03% 489
2022
Q1 		$3.86M Buy
118,613
+22,335
+23% +$720K 0.03% 520
2021
Q4 		$3.2M Sell
96,278
-2,562
-3% -$84.8K 0.02% 545
2021
Q3 		$3.23M Sell
98,840
-393
-0.4% -$12.8K 0.03% 495
2021
Q2 		$3.22M Sell
99,233
-1,886
-2% -$60.5K 0.03% 485
2021
Q1 		$3.19M Buy
101,119
+29,503
+41% +$913K 0.03% 433
2020
Q4 		$2.19M Buy
+71,616
New +$2.14M 0.02% 475
2020
Q3 		– Sell
-16,516
Closed -$462K – 1356
2020
Q2 		$462K Buy
+16,516
New +$447K 0.01% 909

Other funds holding PJAN

AllianceBernstein
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
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

AE Wealth Management's PJAN Position: Q1 2026 in Review

AE Wealth Management reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 3.8% in Q1 2026, selling an estimated $83.7K and leaving 44,939 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #634.

AE Wealth Management first reported a position in PJAN in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.85M in Q2 2023. 280 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

  • AE Wealth Management held 44,939 shares of Innovator US Equity Power Buffer ETF January worth $2.07M as of Q1 2026.
  • AE Wealth Management sold 1,781 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $83.7K.
  • Innovator US Equity Power Buffer ETF January made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #634 holding.
  • AE Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2020 and has held it in 23 quarters since.
  • AE Wealth Management's Innovator US Equity Power Buffer ETF January position peaked at $4.85M in Q2 2023.
  • 280 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.