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CLA (CliftonLarsonAllen) Wealth Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$655K Hold
13,229
– – 0.01% 222
2026
Q1 		$610K Buy
+13,229
New +$622K 0.01% 197

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

CLA (CliftonLarsonAllen) Wealth Advisors's PJAN Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 13,229 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #222.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PJAN in Q1 2026 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 13,229 shares of Innovator US Equity Power Buffer ETF January worth $655K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF January made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #222 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.