Crown Wealth Group
PJAN icon

Crown Wealth Group’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Crown Wealth Group’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 		$3.74M Buy
73,750
+3,520
+5% +$177K 0.93% 20
2026
Q2 		$3.48M Sell
70,230
-6,234
-8% -$303K 0.88% 22
2026
Q1 		$3.53M Buy
76,464
+5,557
+8% +$261K 1.04% 23
2025
Q4 		$3.33M Buy
70,907
+42,520
+150% +$1.97M 0.93% 24
2025
Q3 		$1.3M Hold
28,387
– – 0.39% 38
2025
Q2 		$1.25M Buy
28,387
+2,690
+10% +$113K 0.47% 33
2025
Q1 		$1.07M Sell
25,697
-580
-2% -$24.6K 0.55% 31
2024
Q4 		$1.11M Buy
26,277
+52
+0.2% +$2.17K 0.45% 35
2024
Q3 		$1.08M Sell
26,225
-2,705
-9% -$110K 0.47% 34
2024
Q2 		$1.16M Sell
28,930
-3,292
-10% -$130K 0.58% 30
2024
Q1 		$1.26M Buy
32,222
+589
+2% +$22.5K 0.65% 25
2023
Q4 		$1.18M Buy
+31,633
New +$1.13M 0.71% 22

Other funds holding PJAN

SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFI Wealth Solutions
BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Crown Wealth Group's PJAN Position: Q3 2026 in Review

Crown Wealth Group increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 5% in Q3 2026, buying an estimated $177K and bringing the position to 73,750 shares worth $3.74M. The position accounts for 0.93% of the portfolio, ranked #20.

Crown Wealth Group first reported a position in PJAN in Q4 2023 and has held it in 12 quarters since. 124 funds tracked by Wall St. Rank hold PJAN as of Q3 2026.

  • Crown Wealth Group held 73,750 shares of Innovator US Equity Power Buffer ETF January worth $3.74M as of Q3 2026.
  • Crown Wealth Group bought 3,520 Innovator US Equity Power Buffer ETF January shares in Q3 2026, an estimated $177K.
  • Innovator US Equity Power Buffer ETF January made up 0.93% of Crown Wealth Group's portfolio in Q3 2026, its #20 holding.
  • Crown Wealth Group first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2023 and has held it in 12 quarters since.
  • 124 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.