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Bellwether Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Bellwether Advisors’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 		$13M Sell
282,400
-10,217
-3% -$480K 2.21% 9
2025
Q4 		$13.8M Buy
292,617
+23,652
+9% +$1.09M 2.2% 12
2025
Q3 		$12.3M Sell
268,965
-47
-0% -$2.11K 2.04% 8
2025
Q2 		$11.8M Sell
269,012
-47
-0% -$1.97K 2.02% 9
2025
Q1 		$11.2M Sell
269,059
-7,234
-3% -$307K 2.33% 9
2024
Q4 		$11.7M Buy
276,293
+1,446
+0.5% +$60.4K 2.09% 10
2024
Q3 		$11.4M Sell
274,847
-2,767
-1% -$112K 2.18% 14
2024
Q2 		$11.2M Buy
277,614
+234
+0.1% +$9.21K 2.34% 12
2024
Q1 		$10.8M Buy
277,380
+56,837
+26% +$2.17M 2.38% 9
2023
Q4 		$8.21M Buy
220,543
+57,828
+36% +$2.07M 2.02% 8
2023
Q3 		$5.66M Sell
162,715
-2,954
-2% -$104K 1.54% 15
2023
Q2 		$5.82M Sell
165,669
-1,592
-1% -$53.9K 1.71% 11
2023
Q1 		$5.55M Sell
167,261
-577
-0.3% -$18.8K 1.52% 9
2022
Q4 		$5.29M Buy
167,838
+6,036
+4% +$188K 1.54% 9
2022
Q3 		$4.76M Sell
161,802
-1,400
-0.9% -$43.4K 1.57% 10
2022
Q2 		$4.9M Buy
163,202
+14,126
+9% +$439K 1.58% 13
2022
Q1 		$4.86M Buy
149,076
+313
+0.2% +$10.1K 1.45% 19
2021
Q4 		$4.95M Sell
148,763
-581
-0.4% -$19.2K 1.54% 17
2021
Q3 		$4.88M Buy
149,344
+3,017
+2% +$98.6K 1.62% 16
2021
Q2 		$4.75M Sell
146,327
-861
-0.6% -$27.6K 1.64% 17
2021
Q1 		$4.64M Buy
147,188
+58,892
+67% +$1.82M 1.84% 15
2020
Q4 		$2.7M Buy
+88,296
New +$2.64M 1.19% 25

Other funds holding PJAN

AllianceBernstein
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Bellwether Advisors's PJAN Position: Q1 2026 in Review

Bellwether Advisors reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 3.5% in Q1 2026, selling an estimated $480K and leaving 282,400 shares worth $13M. The position accounts for 2.21% of the portfolio, ranked #9.

Bellwether Advisors first reported a position in PJAN in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.8M in Q4 2025. 280 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

  • Bellwether Advisors held 282,400 shares of Innovator US Equity Power Buffer ETF January worth $13M as of Q1 2026.
  • Bellwether Advisors sold 10,217 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $480K.
  • Innovator US Equity Power Buffer ETF January made up 2.21% of Bellwether Advisors's portfolio in Q1 2026, its #9 holding.
  • Bellwether Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2020 and has held it in 22 quarters since.
  • Bellwether Advisors's Innovator US Equity Power Buffer ETF January position peaked at $13.8M in Q4 2025.
  • 280 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.