Avantax Planning Partners’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-8,202	Closed	-$376K	–	456
2025 Q3	$376K	Hold	8,202	–	–	0.01%	311
2025 Q2	$361K	Hold	8,202	–	–	0.01%	316
2025 Q1	$340K	Hold	8,202	–	–	0.01%	314
2024 Q4	$347K	Sell	8,202 -56	-0.7%	-$2.34K	0.01%	309
2024 Q3	$341K	Sell	8,258 -1,402	-15%	-$56.9K	0.01%	312
2024 Q2	$389K	Buy	9,660 +780	+9%	+$30.7K	0.01%	323
2024 Q1	$347K	Buy	+8,880	New	+$339K	0.01%	336

Other funds holding PJAN

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

SEP

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

Avantax Planning Partners's PJAN Position: Q4 2025 in Review

Avantax Planning Partners sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q4 2025, closing a stake of 8,202 shares — an estimated $376K sold.

Avantax Planning Partners first reported a position in PJAN in Q1 2024 and held it in 7 quarters. The position peaked at $389K in Q2 2024. 253 funds tracked by Wall St. Rank hold PJAN as of Q4 2025.

Avantax Planning Partners reported no remaining Innovator US Equity Power Buffer ETF January position as of Q4 2025 after selling out during the quarter.
Avantax Planning Partners sold 8,202 Innovator US Equity Power Buffer ETF January shares in Q4 2025, an estimated $376K.
Avantax Planning Partners first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2024 and held it in 7 quarters.
Avantax Planning Partners's Innovator US Equity Power Buffer ETF January position peaked at $389K in Q2 2024.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q4 2025.

Based on Avantax Planning Partners's 13F filing for Q4 2025, filed 5 Feb 2026.