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Calton & Associates’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Calton & Associates’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 		$257K Buy
5,189
+707
+16% +$34.4K 0.04% 350
2026
Q1 		$207K Buy
4,482
+217
+5% +$10.2K 0.03% 417
2025
Q4 		$201K Buy
+4,265
New +$197K 0.03% 428

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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

Calton & Associates's PJAN Position: Q2 2026 in Review

Calton & Associates increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 16% in Q2 2026, buying an estimated $34.4K and bringing the position to 5,189 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #350.

Calton & Associates first reported a position in PJAN in Q4 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Calton & Associates held 5,189 shares of Innovator US Equity Power Buffer ETF January worth $257K as of Q2 2026.
  • Calton & Associates bought 707 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $34.4K.
  • Innovator US Equity Power Buffer ETF January made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #350 holding.
  • Calton & Associates first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.