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Capasso Planning Partners’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Capasso Planning Partners’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
2025
Q3 		– Sell
-6,747
Closed -$297K – 81
2025
Q2 		$297K Sell
6,747
-57,935
-90% -$2.43M 0.17% 68
2025
Q1 		$2.68M Sell
64,682
-1,010
-2% -$42.8K 1.12% 19
2024
Q4 		$2.78M Buy
+65,692
New +$2.74M 1.11% 20

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
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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Capasso Planning Partners's PJAN Position: Q3 2025 in Review

Capasso Planning Partners sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q3 2025, closing a stake of 6,747 shares — an estimated $297K sold.

Capasso Planning Partners first reported a position in PJAN in Q4 2024 and held it in 3 quarters. The position peaked at $2.78M in Q4 2024. 238 funds tracked by Wall St. Rank hold PJAN as of Q3 2025.

  • Capasso Planning Partners reported no remaining Innovator US Equity Power Buffer ETF January position as of Q3 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 6,747 Innovator US Equity Power Buffer ETF January shares in Q3 2025, an estimated $297K.
  • Capasso Planning Partners first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2024 and held it in 3 quarters.
  • Capasso Planning Partners's Innovator US Equity Power Buffer ETF January position peaked at $2.78M in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2025.

Based on Capasso Planning Partners's 13F filing for Q3 2025, filed 12 Nov 2025.