Clearstead Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Clearstead 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	$16.1K	Hold	326	–	–	﹤0.01%	1852
2026 Q1	$15K	Hold	326	–	–	﹤0.01%	1505
2025 Q4	$15.3K	Hold	326	–	–	﹤0.01%	1785
2025 Q3	$14.9K	Sell	326 -706	-68%	-$31.7K	﹤0.01%	1768
2025 Q2	$44.4K	Buy	1,032 +706	+217%	+$29.7K	﹤0.01%	1323
2025 Q1	$13.5K	Buy	+326	New	+$13.8K	﹤0.01%	1533
2024 Q4	–	Sell	-26,581	Closed	-$1.1M	–	2168
2024 Q3	$1.1M	Hold	26,581	–	–	0.02%	404
2024 Q2	$1.07M	Hold	26,581	–	–	0.02%	380
2024 Q1	$1.04M	Buy	+26,581	New	+$1.01M	0.05%	221

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

Clearstead Advisors's PJAN Position: Q2 2026 in Review

Clearstead Advisors held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 326 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Clearstead Advisors first reported a position in PJAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q3 2024. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Clearstead Advisors held 326 shares of Innovator US Equity Power Buffer ETF January worth $16.1K as of Q2 2026.
Clearstead 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 Clearstead Advisors's portfolio in Q2 2026, its #1852 holding.
Clearstead Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2024 and has held it in 9 quarters since.
Clearstead Advisors's Innovator US Equity Power Buffer ETF January position peaked at $1.1M in Q3 2024.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.