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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
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 $309B AUM 23.92% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return