Belpointe Asset Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Belpointe Asset 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	$322K	Hold	6,510	–	–	0.01%	874
2026 Q1	$300K	Sell	6,510 -286	-4%	-$13.4K	0.01%	865
2025 Q4	$320K	Sell	6,796 -2,348	-26%	-$109K	0.01%	810
2025 Q3	$419K	Sell	9,144 -8	-0.1%	-$359	0.02%	681
2025 Q2	$403K	Buy	9,152 +1,388	+18%	+$58.3K	0.02%	659
2025 Q1	$322K	Sell	7,764 -7,532	-49%	-$319K	0.02%	703
2024 Q4	$627K	Buy	15,296 +281	+2%	+$11.7K	0.04%	453
2024 Q3	$620K	Sell	15,015 -281	-2%	-$11.4K	0.04%	442
2024 Q2	$615K	Sell	15,296 -10,367	-40%	-$408K	0.04%	410
2024 Q1	$1M	Buy	25,663 +2,550	+11%	+$97.3K	0.08%	262
2023 Q4	$861K	Sell	23,113 -3,064	-12%	-$110K	0.08%	241
2023 Q3	$911K	Sell	26,177 -6,140	-19%	-$217K	0.09%	211
2023 Q2	$1.13M	Sell	32,317 -1,274	-4%	-$43.2K	0.12%	163
2023 Q1	$1.12M	Buy	33,591 +25,966	+341%	+$846K	0.06%	305
2022 Q4	$240K	Buy	+7,625	New	+$238K	0.01%	812

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

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Belpointe Asset Management's PJAN Position: Q2 2026 in Review

Belpointe Asset Management held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 6,510 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #874.

Belpointe Asset Management first reported a position in PJAN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.13M in Q2 2023. 133 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Belpointe Asset Management held 6,510 shares of Innovator US Equity Power Buffer ETF January worth $322K as of Q2 2026.
Belpointe Asset Management left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF January made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #874 holding.
Belpointe Asset Management first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2022 and has held it in 15 quarters since.
Belpointe Asset Management's Innovator US Equity Power Buffer ETF January position peaked at $1.13M in Q2 2023.
133 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.