Atria Wealth Solutions’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.36M	Sell	30,894 -5,845	-16%	-$246K	0.03%	529
2025 Q1	$1.52M	Sell	36,739 -1,210	-3%	-$51.3K	0.02%	735
2024 Q4	$1.6M	Buy	37,949 +715	+2%	+$29.9K	0.02%	726
2024 Q3	$1.54M	Sell	37,234 -10,960	-23%	-$445K	0.02%	740
2024 Q2	$1.94M	Sell	48,194 -609	-1%	-$24K	0.02%	633
2024 Q1	$1.91M	Buy	48,803 +40,264	+472%	+$1.54M	0.02%	660
2023 Q4	$318K	Buy	+8,539	New	+$306K	﹤0.01%	1460
2023 Q3	–	Sell	-75,033	Closed	-$2.63M	–	1952
2023 Q2	$2.63M	Buy	75,033 +682	+0.9%	+$23.1K	0.04%	480
2023 Q1	$2.47M	Buy	74,351 +34,542	+87%	+$1.12M	0.04%	473
2022 Q4	$1.25M	Sell	39,809 -17,690	-31%	-$552K	0.02%	661
2022 Q3	$1.69M	Sell	57,499 -11,465	-17%	-$355K	0.03%	540
2022 Q2	$2.07M	Buy	68,964 +10,905	+19%	+$339K	0.04%	432
2022 Q1	$1.89M	Buy	+58,059	New	+$1.87M	0.03%	498

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

BCM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

Atria Wealth Solutions's PJAN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 16% in Q2 2025, selling an estimated $246K and leaving 30,894 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #529.

Atria Wealth Solutions first reported a position in PJAN in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.63M in Q2 2023. 246 funds tracked by Wall St. Rank hold PJAN as of Q2 2025.

Atria Wealth Solutions held 30,894 shares of Innovator US Equity Power Buffer ETF January worth $1.36M as of Q2 2025.
Atria Wealth Solutions sold 5,845 Innovator US Equity Power Buffer ETF January shares in Q2 2025, an estimated $246K.
Innovator US Equity Power Buffer ETF January made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #529 holding.
Atria Wealth Solutions first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Innovator US Equity Power Buffer ETF January position peaked at $2.63M in Q2 2023.
246 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.