Berger Financial Group’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Berger Financial Group’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	$398K	Buy	8,624 +700	+9%	+$32.9K	0.02%	322
2025 Q4	$373K	Hold	7,924	–	–	0.02%	332
2025 Q3	$363K	Hold	7,924	–	–	0.02%	321
2025 Q2	$349K	Hold	7,924	–	–	0.02%	316
2025 Q1	$329K	Hold	7,924	–	–	0.02%	318
2024 Q4	$335K	Hold	7,924	–	–	0.02%	310
2024 Q3	$327K	Hold	7,924	–	–	0.02%	290
2024 Q2	$319K	Hold	7,924	–	–	0.03%	273
2024 Q1	$310K	Buy	+7,924	New	+$302K	0.03%	274

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 $71.6B AUM 21.08% 1-Year Est. Return

PCS

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

Berger Financial Group's PJAN Position: Q1 2026 in Review

Berger Financial Group increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 8.8% in Q1 2026, buying an estimated $32.9K and bringing the position to 8,624 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #322.

Berger Financial Group first reported a position in PJAN in Q1 2024 and has held it in 9 quarters since. 280 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

Berger Financial Group held 8,624 shares of Innovator US Equity Power Buffer ETF January worth $398K as of Q1 2026.
Berger Financial Group bought 700 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $32.9K.
Innovator US Equity Power Buffer ETF January made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #322 holding.
Berger Financial Group first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2024 and has held it in 9 quarters since.
280 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.