Clay Northam Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Clay Northam Wealth 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
2026 Q3	$1.1M	Hold	21,629	–	–	0.51%	36
2026 Q2	$1.07M	Sell	21,629 -900	-4%	-$43.8K	0.53%	37
2026 Q1	$1.04M	Hold	22,529	–	–	0.58%	31
2025 Q4	$1.06M	Sell	22,529 -781	-3%	-$36.1K	0.59%	29
2025 Q3	$1.07M	Hold	23,310	–	–	0.61%	24
2025 Q2	$1.03M	Sell	23,310 -465	-2%	-$19.5K	0.66%	24
2025 Q1	$986K	Hold	23,775	–	–	0.69%	24
2024 Q4	$1M	Sell	23,775 -835	-3%	-$34.9K	0.65%	24
2024 Q3	$1.02M	Hold	24,610	–	–	0.7%	23
2024 Q2	$990K	Sell	24,610 -525	-2%	-$20.7K	0.75%	22
2024 Q1	$983K	Hold	25,135	–	–	0.79%	21
2023 Q4	$936K	Hold	25,135	–	–	0.83%	20
2023 Q3	$875K	Sell	25,135 -880	-3%	-$31.1K	0.87%	20
2023 Q2	$913K	Sell	26,015 -1,400	-5%	-$47.4K	0.87%	22
2023 Q1	$910K	Buy	27,415 +4,330	+19%	+$141K	0.94%	20
2022 Q4	$727K	Sell	23,085 -700	-3%	-$21.8K	0.84%	22
2022 Q3	$700K	Hold	23,785	–	–	0.87%	25
2022 Q2	$714K	Hold	23,785	–	–	0.89%	23
2022 Q1	$775K	Buy	23,785 +1,500	+7%	+$48.4K	0.78%	26
2021 Q4	$741K	Buy	+22,285	New	+$737K	0.7%	31

Other funds holding PJAN

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

PPF

Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return

Clay Northam Wealth Management's PJAN Position: Q3 2026 in Review

Clay Northam Wealth Management held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q3 2026 at 21,629 shares worth $1.1M. The position accounts for 0.51% of the portfolio, ranked #36.

Clay Northam Wealth Management first reported a position in PJAN in Q4 2021 and has held it in 20 quarters since. 31 funds tracked by Wall St. Rank hold PJAN as of Q3 2026.

Clay Northam Wealth Management held 21,629 shares of Innovator US Equity Power Buffer ETF January worth $1.1M as of Q3 2026.
Clay Northam Wealth Management left its Innovator US Equity Power Buffer ETF January share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF January made up 0.51% of Clay Northam Wealth Management's portfolio in Q3 2026, its #36 holding.
Clay Northam Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2021 and has held it in 20 quarters since.
31 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2026.

Based on Clay Northam Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.