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Capital Analysts LLC’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Capital Analysts LLC’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 		$1.45M Hold
29,276
– – 0.03% 311
2026
Q1 		$1.35M Buy
29,276
+28,873
+7,165% +$1.36M 0.04% 294
2025
Q4 		$19K Sell
403
-775
-66% -$35.9K ﹤0.01% 1117
2025
Q3 		$54K Hold
1,178
– – ﹤0.01% 864
2025
Q2 		$52K Hold
1,178
– – ﹤0.01% 799
2025
Q1 		$49K Buy
1,178
+403
+52% +$17.1K ﹤0.01% 798
2024
Q4 		$33K Sell
775
-2,641
-77% -$110K ﹤0.01% 834
2024
Q3 		$141K Hold
3,416
– – 0.01% 528
2024
Q2 		$138K Hold
3,416
– – 0.01% 512
2024
Q1 		$134K Buy
3,416
+1,938
+131% +$74K 0.01% 506
2023
Q4 		$55K Hold
1,478
– – ﹤0.01% 632
2023
Q3 		$51K Hold
1,478
– – ﹤0.01% 602
2023
Q2 		$51K Hold
1,478
– – ﹤0.01% 580
2023
Q1 		$49K Buy
1,478
+1,382
+1,440% +$45K ﹤0.01% 599
2022
Q4 		$3K Buy
+96
New +$2.99K ﹤0.01% 965

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

Capital Analysts LLC's PJAN Position: Q2 2026 in Review

Capital Analysts LLC held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 29,276 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #311.

Capital Analysts LLC first reported a position in PJAN in Q4 2022 and has held it in 15 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Capital Analysts LLC held 29,276 shares of Innovator US Equity Power Buffer ETF January worth $1.45M as of Q2 2026.
  • Capital Analysts LLC left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF January made up 0.03% of Capital Analysts LLC's portfolio in Q2 2026, its #311 holding.
  • Capital Analysts LLC first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2022 and has held it in 15 quarters since.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.