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

Elmwood 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 		$546K Hold
11,024
– – 0.14% 122
2026
Q1 		$509K Sell
11,024
-75,321
-87% -$3.54M 0.14% 118
2025
Q4 		$4.06M Buy
86,345
+49
+0.1% +$2.27K 1.28% 26
2025
Q3 		$3.95M Buy
86,296
+105
+0.1% +$4.71K 1.4% 22
2025
Q2 		$3.8M Buy
86,191
+2,468
+3% +$104K 1.51% 19
2025
Q1 		$3.47M Sell
83,723
-3,585
-4% -$152K 1.42% 21
2024
Q4 		$3.69M Sell
87,308
-1,745
-2% -$72.9K 1.49% 19
2024
Q3 		$3.68M Sell
89,053
-4,419
-5% -$179K 1.52% 15
2024
Q2 		$3.76M Sell
93,472
-16,763
-15% -$659K 1.67% 13
2024
Q1 		$4.31M Buy
110,235
+95,216
+634% +$3.63M 1.85% 11
2023
Q4 		$559K Sell
15,019
-12,580
-46% -$451K 0.39% 66
2023
Q3 		$960K Sell
27,599
-55,288
-67% -$1.95M 0.46% 71
2023
Q2 		$2.91M Sell
82,887
-120
-0.1% -$4.07K 1.36% 22
2023
Q1 		$2.76M Buy
83,007
+19,652
+31% +$640K 1.3% 21
2022
Q4 		$2M Buy
63,355
+236
+0.4% +$7.36K 1% 32
2022
Q3 		$1.86M Buy
63,119
+3,675
+6% +$114K 0.93% 34
2022
Q2 		$1.78M Sell
59,444
-1,652
-3% -$51.3K 1.01% 38
2022
Q1 		$1.99M Buy
61,096
+5,750
+10% +$185K 1.02% 38
2021
Q4 		$1.84M Buy
+55,346
New +$1.83M 0.88% 42
2021
Q2 		$1.47M Buy
45,355
+310
+0.7% +$9.95K 0.78% 50
2021
Q1 		$1.42M Buy
+45,045
New +$1.39M 0.87% 44
2020
Q3 		$955K Hold
34,109
– – 0.77% 44
2020
Q2 		$955K Buy
+34,109
New +$922K 0.77% 44
2020
Q1 		– Sell
-21,745
Closed -$618K – 309
2019
Q4 		$618K Hold
21,745
– – 0.54% 66
2019
Q3 		$604K Sell
21,745
-500
-2% -$13.8K 0.61% 58
2019
Q2 		$613K Buy
+22,245
New +$605K 0.54% 66

Other funds holding PJAN

AllianceBernstein
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
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

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

Elmwood Wealth Management held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 11,024 shares worth $546K. The position accounts for 0.14% of the portfolio, ranked #122.

Elmwood Wealth Management first reported a position in PJAN in Q2 2019 and has held it in 26 quarters since. The position peaked at $4.31M in Q1 2024. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Elmwood Wealth Management held 11,024 shares of Innovator US Equity Power Buffer ETF January worth $546K as of Q2 2026.
  • Elmwood 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 0.14% of Elmwood Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Elmwood Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2019 and has held it in 26 quarters since.
  • Elmwood Wealth Management's Innovator US Equity Power Buffer ETF January position peaked at $4.31M in Q1 2024.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.