EP Wealth Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

EP Wealth Advisors’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	$121K	Buy	+2,451	New	+$119K	﹤0.01%	1632

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

EP Wealth Advisors's PJAN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2026: 2,451 shares worth $121K. The stake represents ﹤0.01% of the portfolio and ranks #1632 among its holdings.

290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

EP Wealth Advisors held 2,451 shares of Innovator US Equity Power Buffer ETF January worth $121K as of Q2 2026.
Innovator US Equity Power Buffer ETF January was a new EP Wealth Advisors position in Q2 2026.
Innovator US Equity Power Buffer ETF January made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1632 holding.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.