Diversify Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Diversify Wealth Management’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	$467K	Hold	9,426	–	–	0.01%	887
2026 Q1	$456K	Buy	9,426 +150	+2%	+$7.05K	0.01%	839
2025 Q4	$440K	Hold	9,276	–	–	0.02%	470
2025 Q3	$428K	Hold	9,276	–	–	0.02%	404
2025 Q2	$417K	Hold	9,276	–	–	0.03%	400
2025 Q1	$383K	Buy	9,276 +1	+0%	+$42	0.03%	397
2024 Q4	$390K	Sell	9,275 -518	-5%	-$21.6K	0.03%	390
2024 Q3	$406K	Buy	+9,793	New	+$398K	0.04%	350

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

Diversify Wealth Management's PJAN Position: Q2 2026 in Review

Diversify Wealth Management held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 9,426 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #887.

Diversify Wealth Management first reported a position in PJAN in Q3 2024 and has held it in 8 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Diversify Wealth Management held 9,426 shares of Innovator US Equity Power Buffer ETF January worth $467K as of Q2 2026.
Diversify Wealth Management left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF January made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #887 holding.
Diversify Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q3 2024 and has held it in 8 quarters since.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.