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 Q2	$2.17M	Sell	43,784 -1,155	-3%	-$56.2K	0.01%	632
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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AE Wealth Management's PJAN Position: Q2 2026 in Review

AE Wealth Management reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 2.6% in Q2 2026, selling an estimated $56.2K and leaving 43,784 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #632.

AE Wealth Management first reported a position in PJAN in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.85M in Q2 2023. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

AE Wealth Management held 43,784 shares of Innovator US Equity Power Buffer ETF January worth $2.17M as of Q2 2026.
AE Wealth Management sold 1,155 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $56.2K.
Innovator US Equity Power Buffer ETF January made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #632 holding.
AE Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2020 and has held it in 24 quarters since.
AE Wealth Management's Innovator US Equity Power Buffer ETF January position peaked at $4.85M in Q2 2023.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.