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

Concurrent Investment 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	$649K	Buy	13,120 +881	+7%	+$42.9K	0.01%	1254
2026 Q1	$565K	Buy	12,239 +4,273	+54%	+$201K	0.01%	1151
2025 Q4	$375K	Buy	7,966 +2,228	+39%	+$103K	﹤0.01%	1276
2025 Q3	$263K	Buy	+5,738	New	+$258K	﹤0.01%	1213

Other funds holding PJAN

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

WMA

West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Concurrent Investment Advisors's PJAN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 7.2% in Q2 2026, buying an estimated $42.9K and bringing the position to 13,120 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #1254.

Concurrent Investment Advisors first reported a position in PJAN in Q3 2025 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Concurrent Investment Advisors held 13,120 shares of Innovator US Equity Power Buffer ETF January worth $649K as of Q2 2026.
Concurrent Investment Advisors bought 881 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $42.9K.
Innovator US Equity Power Buffer ETF January made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1254 holding.
Concurrent Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q3 2025 and has held it in 4 quarters since.
152 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.