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Bedel Financial Consulting’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Bedel Financial Consulting’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 		$1.05M Sell
21,227
-4
-0% -$195 0.1% 107
2026
Q1 		$979K Buy
21,231
+780
+4% +$36.7K 0.11% 104
2025
Q4 		$962K Hold
20,451
– – 0.1% 105
2025
Q3 		$937K Sell
20,451
-475
-2% -$21.3K 0.12% 101
2025
Q2 		$922K Sell
20,926
-67
-0.3% -$2.81K 0.13% 97
2025
Q1 		$872K Sell
20,993
-527
-2% -$22.3K 0.12% 96
2024
Q4 		$925K Sell
21,520
-213
-1% -$8.9K 0.13% 93
2024
Q3 		$898K Hold
21,733
– – 0.13% 90
2024
Q2 		$874K Sell
21,733
-530
-2% -$20.9K 0.13% 86
2024
Q1 		$871K Sell
22,263
-457
-2% -$17.4K 0.14% 84
2023
Q4 		$846K Sell
22,720
-229
-1% -$8.21K 0.16% 83
2023
Q3 		$799K Sell
22,949
-789
-3% -$27.9K 0.16% 76
2023
Q2 		$833K Hold
23,738
– – 0.17% 75
2023
Q1 		$788K Sell
23,738
-100
-0.4% -$3.26K 0.19% 75
2022
Q4 		$751K Sell
23,838
-130
-0.5% -$4.05K 0.19% 74
2022
Q3 		$741K Sell
23,968
-490
-2% -$15.2K 0.2% 70
2022
Q2 		$734K Sell
24,458
-152
-0.6% -$4.72K 0.21% 64
2022
Q1 		$802K Buy
24,610
+4,362
+22% +$141K 0.25% 59
2021
Q4 		$674K Sell
20,248
-35
-0.2% -$1.16K 0.21% 70
2021
Q3 		$662K Sell
20,283
-462
-2% -$15.1K 0.23% 64
2021
Q2 		$673K Sell
20,745
-160
-0.8% -$5.14K 0.23% 63
2021
Q1 		$660K Buy
20,905
+1,697
+9% +$52.5K 0.26% 60
2020
Q4 		$587K Buy
19,208
+10,905
+131% +$326K 0.26% 56
2020
Q3 		$243K Buy
8,303
+1,022
+14% +$29.6K 0.12% 120
2020
Q2 		$204K Hold
7,281
– – 0.11% 129
2020
Q1 		$182K Buy
7,281
+2,100
+41% +$57.6K 0.12% 127
2019
Q4 		$147K Buy
5,181
+529
+11% +$14.9K 0.08% 170
2019
Q3 		$129K Hold
4,652
– – 0.08% 178
2019
Q2 		$128K Hold
4,652
– – 0.08% 178
2019
Q1 		$125K Buy
+4,652
New +$123K 0.08% 172

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bedel Financial Consulting's PJAN Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.02% in Q2 2026, selling an estimated $195 and leaving 21,227 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #107.

Bedel Financial Consulting first reported a position in PJAN in Q1 2019 and has held it in 30 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Bedel Financial Consulting held 21,227 shares of Innovator US Equity Power Buffer ETF January worth $1.05M as of Q2 2026.
  • Bedel Financial Consulting sold 4 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $195.
  • Innovator US Equity Power Buffer ETF January made up 0.1% of Bedel Financial Consulting's portfolio in Q2 2026, its #107 holding.
  • Bedel Financial Consulting first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2019 and has held it in 30 quarters since.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.