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 Q3	$273K	Buy	5,376 +125	+2%	+$6.28K	0.02%	195
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

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

SEP

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $682M AUM 32.93% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

Goldstein Advisors's PJAN Position: Q3 2026 in Review

Goldstein Advisors increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 2.4% in Q3 2026, buying an estimated $6.28K and bringing the position to 5,376 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #195.

Goldstein Advisors first reported a position in PJAN in Q1 2025 and has held it in 5 quarters since. The position peaked at $813K in Q1 2025. 181 funds tracked by Wall St. Rank hold PJAN as of Q3 2026.

Goldstein Advisors held 5,376 shares of Innovator US Equity Power Buffer ETF January worth $273K as of Q3 2026.
Goldstein Advisors bought 125 Innovator US Equity Power Buffer ETF January shares in Q3 2026, an estimated $6.28K.
Innovator US Equity Power Buffer ETF January made up 0.02% of Goldstein Advisors's portfolio in Q3 2026, its #195 holding.
Goldstein Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2025 and has held it in 5 quarters since.
Goldstein Advisors's Innovator US Equity Power Buffer ETF January position peaked at $813K in Q1 2025.
181 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.