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Evergreen Private Wealth’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Evergreen Private Wealth’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 		$164K Hold
3,547
– – 0.07% 73
2025
Q4 		$167K Hold
3,547
– – 0.07% 73
2025
Q3 		$162K Hold
3,547
– – 0.07% 73
2025
Q2 		$156K Hold
3,547
– – 0.07% 77
2025
Q1 		$147K Hold
3,547
– – 0.07% 80
2024
Q4 		$150K Hold
3,547
– – 0.07% 85
2024
Q3 		$147K Hold
3,547
– – 0.07% 88
2024
Q2 		$143K Sell
3,547
-5,534
-61% -$218K 0.07% 81
2024
Q1 		$355K Sell
9,081
-183,313
-95% -$7M 0.18% 61
2023
Q4 		$7.16M Buy
+192,394
New +$6.9M 3.86% 1

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SPIA
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PCM
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Osaic Holdings
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BCM
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LPL Financial
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AF
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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