Berkshire Money Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Berkshire Money 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 Q1	–	Sell	-8,204	Closed	-$386K	–	107
2025 Q4	$386K	Buy	+8,204	New	+$380K	0.04%	83
2025 Q3	–	Sell	-8,204	Closed	-$361K	–	111
2025 Q2	$361K	Hold	8,204	–	–	0.04%	73
2025 Q1	$340K	Hold	8,204	–	–	0.04%	64
2024 Q4	$347K	Buy	+8,204	New	+$343K	0.04%	63
2024 Q2	–	Sell	-8,204	Closed	-$321K	–	70
2024 Q1	$321K	Buy	+8,204	New	+$313K	0.04%	61
2022 Q3	–	Sell	-32,008	Closed	-$961K	–	49
2022 Q2	$961K	Buy	+32,008	New	+$994K	0.16%	37
2020 Q4	–	Sell	-264,061	Closed	-$7.74M	–	33
2020 Q3	$7.74M	Buy	264,061 +88,657	+51%	+$2.57M	1.61%	15
2020 Q2	$4.91M	Buy	175,404 +42,263	+32%	+$1.14M	1.08%	19
2020 Q1	$3.34M	Buy	+133,141	New	+$3.65M	0.82%	18

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 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 $692M AUM 32% 1-Year Est. Return

Berkshire Money Management's PJAN Position: Q1 2026 in Review

Berkshire Money Management sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2026, closing a stake of 8,204 shares — an estimated $386K sold.

Berkshire Money Management first reported a position in PJAN in Q1 2020 and held it in 9 quarters. The position peaked at $7.74M in Q3 2020. 281 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

Berkshire Money Management reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 8,204 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $386K.
Berkshire Money Management first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2020 and held it in 9 quarters.
Berkshire Money Management's Innovator US Equity Power Buffer ETF January position peaked at $7.74M in Q3 2020.
281 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.