Beacon Financial Advisory’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Beacon Financial Advisory’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 Q1	$453K	Buy	9,819 +61	+0.6%	+$2.87K	0.1%	245
2025 Q4	$459K	Sell	9,758 -1,000	-9%	-$46.3K	0.11%	227
2025 Q3	$493K	Hold	10,758	–	–	0.11%	214
2025 Q2	$474K	Sell	10,758 -1,000	-9%	-$42K	0.12%	212
2025 Q1	$488K	Buy	11,758 +1,500	+15%	+$63.6K	0.15%	169
2024 Q4	$433K	Buy	10,258 +1,520	+17%	+$63.5K	0.14%	179
2024 Q3	$361K	Sell	8,738 -2,779	-24%	-$113K	0.12%	195
2024 Q2	$463K	Buy	11,517 +2,500	+28%	+$98.4K	0.17%	154
2024 Q1	$353K	Buy	+9,017	New	+$344K	0.17%	158

Other funds holding PJAN

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

BCM

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Beacon Financial Advisory's PJAN Position: Q1 2026 in Review

Beacon Financial Advisory increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.63% in Q1 2026, buying an estimated $2.87K and bringing the position to 9,819 shares worth $453K. The position accounts for 0.1% of the portfolio, ranked #245.

Beacon Financial Advisory first reported a position in PJAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $493K in Q3 2025. 281 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

Beacon Financial Advisory held 9,819 shares of Innovator US Equity Power Buffer ETF January worth $453K as of Q1 2026.
Beacon Financial Advisory bought 61 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $2.87K.
Innovator US Equity Power Buffer ETF January made up 0.1% of Beacon Financial Advisory's portfolio in Q1 2026, its #245 holding.
Beacon Financial Advisory first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2024 and has held it in 9 quarters since.
Beacon Financial Advisory's Innovator US Equity Power Buffer ETF January position peaked at $493K in Q3 2025.
281 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.