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

Forvis Mazars 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 		$5.59M Sell
112,935
-3,185
-3% -$155K 0.09% 89
2026
Q1 		$5.36M Sell
116,120
-26,893
-19% -$1.26M 0.1% 91
2025
Q4 		$6.72M Sell
143,013
-17,906
-11% -$828K 0.13% 79
2025
Q3 		$7.37M Sell
160,919
-32,918
-17% -$1.48M 0.15% 73
2025
Q2 		$8.54M Sell
193,837
-16,145
-8% -$678K 0.18% 63
2025
Q1 		$8.71M Sell
209,982
-37,566
-15% -$1.59M 0.21% 59
2024
Q4 		$10.5M Sell
247,548
-23,175
-9% -$968K 0.24% 54
2024
Q3 		$11.2M Sell
270,723
-19,304
-7% -$784K 0.26% 50
2024
Q2 		$11.7M Sell
290,027
-27,984
-9% -$1.1M 0.29% 48
2024
Q1 		$12.4M Buy
318,011
+60,911
+24% +$2.32M 0.32% 50
2023
Q4 		$9.57M Sell
257,100
-44,137
-15% -$1.58M 0.27% 56
2023
Q3 		$10.5M Sell
301,237
-5,987
-2% -$211K 0.32% 53
2023
Q2 		$10.8M Sell
307,224
-34,762
-10% -$1.18M 0.32% 55
2023
Q1 		$11.4M Buy
341,986
+889
+0.3% +$29K 0.37% 48
2022
Q4 		$10.7M Buy
341,097
+148,449
+77% +$4.63M 0.38% 50
2022
Q3 		$5.67M Sell
192,648
-968
-0.5% -$30K 0.23% 67
2022
Q2 		$5.81M Buy
+193,616
New +$6.01M 0.24% 64

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

Forvis Mazars Wealth Advisors's PJAN Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 2.7% in Q2 2026, selling an estimated $155K and leaving 112,935 shares worth $5.59M. The position accounts for 0.09% of the portfolio, ranked #89.

Forvis Mazars Wealth Advisors first reported a position in PJAN in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.4M in Q1 2024. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 112,935 shares of Innovator US Equity Power Buffer ETF January worth $5.59M as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 3,185 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $155K.
  • Innovator US Equity Power Buffer ETF January made up 0.09% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2022 and has held it in 17 quarters since.
  • Forvis Mazars Wealth Advisors's Innovator US Equity Power Buffer ETF January position peaked at $12.4M in Q1 2024.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.