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Guardian Wealth Advisors (North Carolina)’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$6.92K Buy
+150
New +$7.05K ﹤0.01% 557

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SPIA
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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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 $712M AUM 25.3% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PJAN Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2026: 150 shares worth $6.92K. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings.

281 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 150 shares of Innovator US Equity Power Buffer ETF January worth $6.92K as of Q1 2026.
  • Innovator US Equity Power Buffer ETF January was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Innovator US Equity Power Buffer ETF January made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #557 holding.
  • 281 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.