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 Q3	$580K	Sell	11,427 -40	-0.3%	-$2.01K	0.13%	97
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

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Atticus Wealth Management's PJAN Position: Q3 2026 in Review

Atticus Wealth Management reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.35% in Q3 2026, selling an estimated $2.01K and leaving 11,427 shares worth $580K. The position accounts for 0.13% of the portfolio, ranked #97.

Atticus Wealth Management first reported a position in PJAN in Q1 2023 and has held it in 15 quarters since. The position peaked at $643K in Q1 2023. 101 funds tracked by Wall St. Rank hold PJAN as of Q3 2026.

Atticus Wealth Management held 11,427 shares of Innovator US Equity Power Buffer ETF January worth $580K as of Q3 2026.
Atticus Wealth Management sold 40 Innovator US Equity Power Buffer ETF January shares in Q3 2026, an estimated $2.01K.
Innovator US Equity Power Buffer ETF January made up 0.13% of Atticus Wealth Management's portfolio in Q3 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 15 quarters since.
Atticus Wealth Management's Innovator US Equity Power Buffer ETF January position peaked at $643K in Q1 2023.
101 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.