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 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

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

Crown Wealth Group's PJAN Position: Q2 2026 in Review

Crown Wealth Group reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 8.2% in Q2 2026, selling an estimated $303K and leaving 70,230 shares worth $3.48M. The position accounts for 0.88% of the portfolio, ranked #22.

Crown Wealth Group first reported a position in PJAN in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.53M in Q1 2026. 292 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Crown Wealth Group held 70,230 shares of Innovator US Equity Power Buffer ETF January worth $3.48M as of Q2 2026.
Crown Wealth Group sold 6,234 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $303K.
Innovator US Equity Power Buffer ETF January made up 0.88% of Crown Wealth Group's portfolio in Q2 2026, its #22 holding.
Crown Wealth Group first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2023 and has held it in 11 quarters since.
Crown Wealth Group's Innovator US Equity Power Buffer ETF January position peaked at $3.53M in Q1 2026.
292 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.