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

Collaborative 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
Q1 		– Sell
-5,772
Closed -$271K – 220
2025
Q4 		$271K Hold
5,772
– – 0.1% 180
2025
Q3 		$264K Hold
5,772
– – 0.11% 160
2025
Q2 		$254K Buy
+5,772
New +$242K 0.11% 154

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Collaborative Wealth Management's PJAN Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2026, closing a stake of 5,772 shares — an estimated $271K sold.

Collaborative Wealth Management first reported a position in PJAN in Q2 2025 and held it in 3 quarters. The position peaked at $271K in Q4 2025. 281 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 5,772 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $271K.
  • Collaborative Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2025 and held it in 3 quarters.
  • Collaborative Wealth Management's Innovator US Equity Power Buffer ETF January position peaked at $271K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.