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 Q3	$5.55M	Sell	109,472 -3,463	-3%	-$174K	0.09%	94
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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

PPF

Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PJAN Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 3.1% in Q3 2026, selling an estimated $174K and leaving 109,472 shares worth $5.55M. The position accounts for 0.09% of the portfolio, ranked #94.

Forvis Mazars Wealth Advisors first reported a position in PJAN in Q2 2022 and has held it in 18 quarters since. The position peaked at $12.4M in Q1 2024. 31 funds tracked by Wall St. Rank hold PJAN as of Q3 2026.

Forvis Mazars Wealth Advisors held 109,472 shares of Innovator US Equity Power Buffer ETF January worth $5.55M as of Q3 2026.
Forvis Mazars Wealth Advisors sold 3,463 Innovator US Equity Power Buffer ETF January shares in Q3 2026, an estimated $174K.
Innovator US Equity Power Buffer ETF January made up 0.09% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #94 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 18 quarters since.
Forvis Mazars Wealth Advisors's Innovator US Equity Power Buffer ETF January position peaked at $12.4M in Q1 2024.
31 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.