Gladstone Institutional Advisory’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Gladstone Institutional Advisory’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	$8.74M	Buy	172,284 +132,376	+332%	+$6.65M	0.25%	81
2026 Q2	$1.98M	Buy	39,908 +1,780	+5%	+$86.6K	0.06%	294
2026 Q1	$1.76M	Buy	38,128 +7,557	+25%	+$355K	0.07%	283
2025 Q4	$1.44M	Buy	30,571 +250	+0.8%	+$11.6K	0.05%	299
2025 Q3	$1.39M	Buy	+30,321	New	+$1.36M	0.05%	306
2025 Q2	–	Sell	-22,732	Closed	-$943K	–	778
2025 Q1	$943K	Sell	22,732 -59,779	-72%	-$2.53M	0.04%	335
2024 Q4	$3.49M	Sell	82,511 -10,269	-11%	-$429K	0.16%	151
2024 Q3	$3.83M	Buy	92,780 +87,309	+1,596%	+$3.55M	0.19%	135
2024 Q2	$220K	Buy	+5,471	New	+$215K	0.01%	605

Other funds holding PJAN

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Commons Capital Needham, Massachusetts $430M AUM 19.42% 1-Year Est. Return

Compass Advisory Group Melville, New York $430M AUM 12.05% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Gladstone Institutional Advisory's PJAN Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 332% in Q3 2026, buying an estimated $6.65M and bringing the position to 172,284 shares worth $8.74M. The position accounts for 0.25% of the portfolio, ranked #81.

Gladstone Institutional Advisory first reported a position in PJAN in Q2 2024 and has held it in 9 quarters since. 247 funds tracked by Wall St. Rank hold PJAN as of Q3 2026.

Gladstone Institutional Advisory held 172,284 shares of Innovator US Equity Power Buffer ETF January worth $8.74M as of Q3 2026.
Gladstone Institutional Advisory bought 132,376 Innovator US Equity Power Buffer ETF January shares in Q3 2026, an estimated $6.65M.
Innovator US Equity Power Buffer ETF January made up 0.25% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #81 holding.
Gladstone Institutional Advisory first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2024 and has held it in 9 quarters since.
247 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.