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Goldstein Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Goldstein 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
Q2 		$260K Hold
5,251
– – 0.02% 212
2026
Q1 		$242K Buy
5,251
+887
+20% +$41.7K 0.03% 183
2025
Q4 		$205K Buy
+4,364
New +$202K 0.02% 207
2025
Q2 		– Sell
-19,597
Closed -$813K – 221
2025
Q1 		$813K Buy
+19,597
New +$831K 0.12% 65

Other funds holding PJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 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
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Goldstein Advisors's PJAN Position: Q2 2026 in Review

Goldstein Advisors held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 5,251 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #212.

Goldstein Advisors first reported a position in PJAN in Q1 2025 and has held it in 4 quarters since. The position peaked at $813K in Q1 2025. 84 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Goldstein Advisors held 5,251 shares of Innovator US Equity Power Buffer ETF January worth $260K as of Q2 2026.
  • Goldstein Advisors left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF January made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #212 holding.
  • Goldstein Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2025 and has held it in 4 quarters since.
  • Goldstein Advisors's Innovator US Equity Power Buffer ETF January position peaked at $813K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.