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

Axxcess 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	$517K	Buy	+10,451	New	+$509K	0.01%	708
2026 Q1	–	Sell	-5,582	Closed	-$262K	–	819
2025 Q4	$262K	Hold	5,582	–	–	﹤0.01%	890
2025 Q3	$256K	Sell	5,582 -236	-4%	-$10.6K	0.01%	811
2025 Q2	$256K	Hold	5,818	–	–	0.01%	764
2025 Q1	$241K	Buy	+5,818	New	+$247K	0.01%	761
2024 Q3	–	Sell	-54,908	Closed	-$2.21M	–	933
2024 Q2	$2.21M	Sell	54,908 -53,713	-49%	-$2.11M	0.06%	237
2024 Q1	$4.25M	Buy	108,621 +74,031	+214%	+$2.83M	0.12%	146
2023 Q4	$1.29M	Buy	+34,590	New	+$1.24M	0.04%	313

Other funds holding PJAN

BCM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEP

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

WMA

West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2026: 10,451 shares worth $517K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PJAN as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PJAN in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.25M in Q1 2024. 174 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Axxcess Wealth Management held 10,451 shares of Innovator US Equity Power Buffer ETF January worth $517K as of Q2 2026.
Innovator US Equity Power Buffer ETF January was a new Axxcess Wealth Management position in Q2 2026.
Innovator US Equity Power Buffer ETF January made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #708 holding.
Axxcess Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2023 and has held it in 8 quarters since.
Axxcess Wealth Management's Innovator US Equity Power Buffer ETF January position peaked at $4.25M in Q1 2024.
174 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.