CWG
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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
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return