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

Core Wealth Advisors (Florida)’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	$729K	Hold	14,728	–	–	0.15%	61
2026 Q1	$679K	Buy	14,728 +2,253	+18%	+$106K	0.16%	53
2025 Q4	$587K	Hold	12,475	–	–	0.15%	55
2025 Q3	$571K	Hold	12,475	–	–	0.15%	53
2025 Q2	$550K	Hold	12,475	–	–	0.16%	43
2025 Q1	$517K	Buy	+12,475	New	+$529K	0.16%	44

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

Core Wealth Advisors (Florida)'s PJAN Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 14,728 shares worth $729K. The position accounts for 0.15% of the portfolio, ranked #61.

Core Wealth Advisors (Florida) first reported a position in PJAN in Q1 2025 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Core Wealth Advisors (Florida) held 14,728 shares of Innovator US Equity Power Buffer ETF January worth $729K as of Q2 2026.
Core Wealth Advisors (Florida) left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF January made up 0.15% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #61 holding.
Core Wealth Advisors (Florida) first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
288 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.