Focus Partners Wealth
PJAN icon

Focus Partners Wealth’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Focus Partners 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 		$22.6M Sell
490,128
-9,700
-2% -$456K 0.03% 466
2025
Q4 		$23.5M Buy
499,828
+465,378
+1,351% +$21.5M 0.03% 445
2025
Q3 		$1.58M Sell
34,450
-4,911
-12% -$220K ﹤0.01% 1107
2025
Q2 		$1.73M Sell
39,361
-1,361
-3% -$57.2K ﹤0.01% 944
2025
Q1 		$1.69M Sell
40,722
-8,255
-17% -$350K ﹤0.01% 899
2024
Q4 		$2.07M Sell
48,977
-169,000
-78% -$7.06M 0.01% 827
2024
Q3 		$9.01M Buy
217,977
+1,211
+0.6% +$49.2K 0.03% 429
2024
Q2 		$8.72M Buy
+216,766
New +$8.53M 0.03% 406

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BCM
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AF
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William Blair & Company
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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