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Todd Wealth Management, LLC’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Todd Wealth Management, LLC’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 		$1.92M Sell
38,697
-85
-0.2% -$4.14K 1.45% 20
2026
Q1 		$1.79M Sell
38,782
-209
-0.5% -$9.82K 1.63% 20
2025
Q4 		$1.83M Buy
+38,991
New +$1.8M 1.66% 19

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Todd Wealth Management, LLC's PJAN Position: Q2 2026 in Review

Todd Wealth Management, LLC reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.22% in Q2 2026, selling an estimated $4.14K and leaving 38,697 shares worth $1.92M. The position accounts for 1.45% of the portfolio, ranked #20.

Todd Wealth Management, LLC first reported a position in PJAN in Q4 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Todd Wealth Management, LLC held 38,697 shares of Innovator US Equity Power Buffer ETF January worth $1.92M as of Q2 2026.
  • Todd Wealth Management, LLC sold 85 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $4.14K.
  • Innovator US Equity Power Buffer ETF January made up 1.45% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #20 holding.
  • Todd Wealth Management, LLC first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.