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Galvin Gaustad & Stein’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Galvin Gaustad & Stein’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 		$574K Sell
11,326
-79
-0.7% -$3.97K 0.04% 155
2026
Q2 		$564K Sell
11,405
-552
-5% -$26.9K 0.04% 169
2026
Q1 		$552K Sell
11,957
-656
-5% -$30.8K 0.04% 164
2025
Q4 		$593K Buy
+12,613
New +$584K 0.05% 155

Other funds holding PJAN

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Galvin Gaustad & Stein's PJAN Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.69% in Q3 2026, selling an estimated $3.97K and leaving 11,326 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #155.

Galvin Gaustad & Stein first reported a position in PJAN in Q4 2025 and has held it in 4 quarters since. The position peaked at $593K in Q4 2025. 9 funds tracked by Wall St. Rank hold PJAN as of Q3 2026.

  • Galvin Gaustad & Stein held 11,326 shares of Innovator US Equity Power Buffer ETF January worth $574K as of Q3 2026.
  • Galvin Gaustad & Stein sold 79 Innovator US Equity Power Buffer ETF January shares in Q3 2026, an estimated $3.97K.
  • Innovator US Equity Power Buffer ETF January made up 0.04% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #155 holding.
  • Galvin Gaustad & Stein first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2025 and has held it in 4 quarters since.
  • Galvin Gaustad & Stein's Innovator US Equity Power Buffer ETF January position peaked at $593K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.