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Global Wealth Strategies & Associates’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-1,680
Closed -$77.5K – 353
2026
Q1 		$77.5K Sell
1,680
-710
-30% -$33.4K 0.02% 135
2025
Q4 		$112K Sell
2,390
-1,165
-33% -$53.9K 0.03% 91
2025
Q3 		$163K Buy
+3,555
New +$160K 0.04% 75

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SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Global Wealth Strategies & Associates's PJAN Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2026, closing a stake of 1,680 shares — an estimated $77.5K sold.

Global Wealth Strategies & Associates first reported a position in PJAN in Q3 2025 and held it in 3 quarters. The position peaked at $163K in Q3 2025. 133 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Innovator US Equity Power Buffer ETF January position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1,680 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $77.5K.
  • Global Wealth Strategies & Associates first reported a position in Innovator US Equity Power Buffer ETF January in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Innovator US Equity Power Buffer ETF January position peaked at $163K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.