Avantax Advisory Services’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Avantax Advisory Services’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	$1.14M	Sell	25,880 -115	-0.4%	-$4.83K	0.01%	1090
2025 Q1	$1.08M	Buy	25,995 +2,149	+9%	+$91.1K	0.01%	1043
2024 Q4	$1.01M	Buy	23,846 +2,130	+10%	+$89K	0.01%	1035
2024 Q3	$897K	Sell	21,716 -1,641	-7%	-$66.6K	0.01%	1088
2024 Q2	$940K	Sell	23,357 -2,476	-10%	-$97.4K	0.01%	1011
2024 Q1	$1.01M	Buy	25,833 +6,963	+37%	+$266K	0.01%	742
2023 Q4	$703K	Sell	18,870 -27,602	-59%	-$990K	0.01%	850
2023 Q3	$1.62M	Buy	46,472 +5,440	+13%	+$192K	0.02%	527
2023 Q2	$1.44M	Buy	41,032 +683	+2%	+$23.1K	0.02%	567
2023 Q1	$1.34M	Buy	40,349 +8,225	+26%	+$268K	0.02%	567
2022 Q4	$1.01M	Sell	32,124 -505	-2%	-$15.8K	0.01%	634
2022 Q3	$960K	Sell	32,629 -5,322	-14%	-$165K	0.01%	567
2022 Q2	$1.14M	Buy	37,951 +11,465	+43%	+$356K	0.02%	509
2022 Q1	$862K	Buy	26,486 +16,790	+173%	+$541K	0.01%	590
2021 Q4	$323K	Hold	9,696	–	–	﹤0.01%	945
2021 Q3	$316K	Sell	9,696 -450	-4%	-$14.7K	0.01%	907
2021 Q2	$330K	Hold	10,146	–	–	0.01%	863
2021 Q1	$320K	Buy	10,146 +2,853	+39%	+$88.3K	0.01%	783
2020 Q4	$223K	Sell	7,293 -46,508	-86%	-$1.39M	0.01%	838
2020 Q3	$1.58M	Buy	53,801 +46,508	+638%	+$1.35M	0.03%	407
2020 Q2	$204K	Buy	+7,293	New	+$197K	0.01%	782

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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 $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $216M AUM 14.59% 1-Year Est. Return

Avantax Advisory Services's PJAN Position: Q2 2025 in Review

Avantax Advisory Services reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.44% in Q2 2025, selling an estimated $4.83K and leaving 25,880 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1090.

Avantax Advisory Services first reported a position in PJAN in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.62M in Q3 2023. 246 funds tracked by Wall St. Rank hold PJAN as of Q2 2025.

Avantax Advisory Services held 25,880 shares of Innovator US Equity Power Buffer ETF January worth $1.14M as of Q2 2025.
Avantax Advisory Services sold 115 Innovator US Equity Power Buffer ETF January shares in Q2 2025, an estimated $4.83K.
Innovator US Equity Power Buffer ETF January made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1090 holding.
Avantax Advisory Services first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2020 and has held it in 21 quarters since.
Avantax Advisory Services's Innovator US Equity Power Buffer ETF January position peaked at $1.62M in Q3 2023.
246 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.