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BigSur Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

BigSur Wealth 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 		$1.61M Hold
32,500
– – 0.39% 72
2026
Q1 		$1.5M Buy
+32,500
New +$1.53M 0.42% 69

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Osaic Holdings
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LPL Financial
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BCM
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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

BigSur Wealth Management's PJAN Position: Q2 2026 in Review

BigSur Wealth Management held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 32,500 shares worth $1.61M. The position accounts for 0.39% of the portfolio, ranked #72.

BigSur Wealth Management first reported a position in PJAN in Q1 2026 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • BigSur Wealth Management held 32,500 shares of Innovator US Equity Power Buffer ETF January worth $1.61M as of Q2 2026.
  • BigSur Wealth 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 0.39% of BigSur Wealth Management's portfolio in Q2 2026, its #72 holding.
  • BigSur Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.