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Garton & Associates Financial Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-120
Closed -$5.64K – 540
2025
Q4 		$5.64K Buy
+120
New +$5.55K ﹤0.01% 967

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SPIA
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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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Garton & Associates Financial Advisors's PJAN Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2026, closing a stake of 120 shares — an estimated $5.64K sold.

Garton & Associates Financial Advisors first reported a position in PJAN in Q4 2025 and held it in 1 quarter. The position peaked at $5.64K in Q4 2025. 281 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 120 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $5.64K.
  • Garton & Associates Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Innovator US Equity Power Buffer ETF January position peaked at $5.64K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.