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Independent Financial Group’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Independent Financial Group’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 		$2.17M Sell
43,847
-1,250
-3% -$60.8K 0.04% 430
2026
Q1 		$2.08M Hold
45,097
– – 0.05% 394
2025
Q4 		$2.12M Buy
45,097
+1,710
+4% +$79.1K 0.05% 375
2025
Q3 		$1.99M Sell
43,387
-74
-0.2% -$3.32K 0.05% 387
2025
Q2 		$1.91M Buy
43,461
+1,407
+3% +$59.1K 0.05% 351
2025
Q1 		$1.74M Buy
42,054
+20,000
+91% +$848K 0.06% 316
2024
Q4 		$932K Sell
22,054
-48
-0.2% -$2K 0.03% 496
2024
Q3 		$913K Buy
22,102
+40
+0.2% +$1.62K 0.03% 469
2024
Q2 		$888K Sell
22,062
-1,688
-7% -$66.4K 0.04% 434
2024
Q1 		$929K Buy
23,750
+3,500
+17% +$134K 0.04% 393
2023
Q4 		$754K Sell
20,250
-2,800
-12% -$100K 0.04% 438
2023
Q3 		$802K Hold
23,050
– – 0.05% 372
2023
Q2 		$809K Sell
23,050
-30
-0.1% -$1.02K 0.06% 364
2023
Q1 		$766K Buy
23,080
+1,800
+8% +$58.6K 0.06% 348
2022
Q4 		$671K Hold
21,280
– – 0.06% 344
2022
Q3 		$626K Buy
+21,280
New +$660K 0.06% 336

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Financial Group's PJAN Position: Q2 2026 in Review

Independent Financial Group reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 2.8% in Q2 2026, selling an estimated $60.8K and leaving 43,847 shares worth $2.17M. The position accounts for 0.04% of the portfolio, ranked #430.

Independent Financial Group first reported a position in PJAN in Q3 2022 and has held it in 16 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Independent Financial Group held 43,847 shares of Innovator US Equity Power Buffer ETF January worth $2.17M as of Q2 2026.
  • Independent Financial Group sold 1,250 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $60.8K.
  • Innovator US Equity Power Buffer ETF January made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #430 holding.
  • Independent Financial Group first reported a position in Innovator US Equity Power Buffer ETF January in Q3 2022 and has held it in 16 quarters since.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.