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

Atticus 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	$568K	Sell	11,467 -1,166	-9%	-$56.7K	0.14%	97
2026 Q1	$583K	Sell	12,633 -715	-5%	-$33.6K	0.16%	96
2025 Q4	$628K	Hold	13,348	–	–	0.16%	96
2025 Q3	$611K	Hold	13,348	–	–	0.15%	93
2025 Q2	$588K	Hold	13,348	–	–	0.16%	79
2025 Q1	$554K	Hold	13,348	–	–	0.18%	70
2024 Q4	$564K	Hold	13,348	–	–	0.18%	66
2024 Q3	$552K	Hold	13,348	–	–	0.18%	66
2024 Q2	$537K	Hold	13,348	–	–	0.18%	62
2024 Q1	$522K	Hold	13,348	–	–	0.17%	67
2023 Q4	$497K	Buy	13,348 +3,477	+35%	+$125K	0.18%	68
2023 Q3	$343K	Hold	9,871	–	–	0.13%	92
2023 Q2	$347K	Sell	9,871 -9,481	-49%	-$321K	0.13%	93
2023 Q1	$643K	Buy	+19,352	New	+$630K	0.25%	64

Other funds holding PJAN

BCM

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

SEP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

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

Atticus Wealth Management reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 9.2% in Q2 2026, selling an estimated $56.7K and leaving 11,467 shares worth $568K. The position accounts for 0.14% of the portfolio, ranked #97.

Atticus Wealth Management first reported a position in PJAN in Q1 2023 and has held it in 14 quarters since. The position peaked at $643K in Q1 2023. 45 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Atticus Wealth Management held 11,467 shares of Innovator US Equity Power Buffer ETF January worth $568K as of Q2 2026.
Atticus Wealth Management sold 1,166 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $56.7K.
Innovator US Equity Power Buffer ETF January made up 0.14% of Atticus Wealth Management's portfolio in Q2 2026, its #97 holding.
Atticus Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2023 and has held it in 14 quarters since.
Atticus Wealth Management's Innovator US Equity Power Buffer ETF January position peaked at $643K in Q1 2023.
45 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.