Cardinal Point Capital Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Cardinal Point Capital 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
2025 Q3	–	Sell	-7,960	Closed	-$351K	–	273
2025 Q2	$351K	Hold	7,960	–	–	0.03%	169
2025 Q1	$330K	Sell	7,960 -7,980	-50%	-$338K	0.03%	143
2024 Q4	$673K	Hold	15,940	–	–	0.11%	47
2024 Q3	$659K	Hold	15,940	–	–	0.11%	45
2024 Q2	$641K	Hold	15,940	–	–	0.11%	41
2024 Q1	$623K	Hold	15,940	–	–	0.12%	39
2023 Q4	$594K	Hold	15,940	–	–	0.14%	38
2023 Q3	$555K	Hold	15,940	–	–	0.15%	41
2023 Q2	$560K	Hold	15,940	–	–	0.17%	40
2023 Q1	$529K	Hold	15,940	–	–	0.16%	50
2022 Q4	$502K	Buy	+15,940	New	+$497K	0.17%	43

Other funds holding PJAN

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cardinal Point Capital Management's PJAN Position: Q3 2025 in Review

Cardinal Point Capital Management sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q3 2025, closing a stake of 7,960 shares — an estimated $351K sold.

Cardinal Point Capital Management first reported a position in PJAN in Q4 2022 and held it in 11 quarters. The position peaked at $673K in Q4 2024. 238 funds tracked by Wall St. Rank hold PJAN as of Q3 2025.

Cardinal Point Capital Management reported no remaining Innovator US Equity Power Buffer ETF January position as of Q3 2025 after selling out during the quarter.
Cardinal Point Capital Management sold 7,960 Innovator US Equity Power Buffer ETF January shares in Q3 2025, an estimated $351K.
Cardinal Point Capital Management first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2022 and held it in 11 quarters.
Cardinal Point Capital Management's Innovator US Equity Power Buffer ETF January position peaked at $673K in Q4 2024.
238 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2025.

Based on Cardinal Point Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.