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

Cerity 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
2026 Q2	$1.68M	Sell	33,982 -34,868	-51%	-$1.7M	﹤0.01%	1688
2026 Q1	$3.18M	Buy	68,850 +52,091	+311%	+$2.45M	﹤0.01%	1226
2025 Q4	$788K	Buy	+16,759	New	+$775K	﹤0.01%	1828
2025 Q3	–	Sell	-6,605	Closed	-$291K	–	2835
2025 Q2	$291K	Buy	+6,605	New	+$277K	﹤0.01%	2164
2024 Q3	–	Sell	-10,231	Closed	-$412K	–	2588
2024 Q2	$412K	Hold	10,231	–	–	﹤0.01%	1640
2024 Q1	$400K	Hold	10,231	–	–	﹤0.01%	1716
2023 Q4	$381K	Hold	10,231	–	–	﹤0.01%	1399
2023 Q3	$356K	Hold	10,231	–	–	﹤0.01%	1093
2023 Q2	$359K	Sell	10,231 -33,734	-77%	-$1.14M	﹤0.01%	1324
2023 Q1	$1.46M	Buy	43,965 +11,600	+36%	+$378K	﹤0.01%	829
2022 Q4	$1.02M	Buy	+32,365	New	+$1.01M	0.01%	683

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 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

Cerity Partners's PJAN Position: Q2 2026 in Review

Cerity Partners reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 51% in Q2 2026, selling an estimated $1.7M and leaving 33,982 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Cerity Partners first reported a position in PJAN in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.18M in Q1 2026. 293 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Cerity Partners held 33,982 shares of Innovator US Equity Power Buffer ETF January worth $1.68M as of Q2 2026.
Cerity Partners sold 34,868 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $1.7M.
Innovator US Equity Power Buffer ETF January made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1688 holding.
Cerity Partners first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2022 and has held it in 11 quarters since.
Cerity Partners's Innovator US Equity Power Buffer ETF January position peaked at $3.18M in Q1 2026.
293 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.