IFG
PJAN icon

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
Q3 		$2.22M Sell
43,807
-40
-0.1% -$2.01K 0.04% 431
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

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Independent Financial Group's PJAN Position: Q3 2026 in Review

Independent Financial Group reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.09% in Q3 2026, selling an estimated $2.01K and leaving 43,807 shares worth $2.22M. The position accounts for 0.04% of the portfolio, ranked #431.

Independent Financial Group first reported a position in PJAN in Q3 2022 and has held it in 17 quarters since. 31 funds tracked by Wall St. Rank hold PJAN as of Q3 2026.

  • Independent Financial Group held 43,807 shares of Innovator US Equity Power Buffer ETF January worth $2.22M as of Q3 2026.
  • Independent Financial Group sold 40 Innovator US Equity Power Buffer ETF January shares in Q3 2026, an estimated $2.01K.
  • Innovator US Equity Power Buffer ETF January made up 0.04% of Independent Financial Group's portfolio in Q3 2026, its #431 holding.
  • Independent Financial Group first reported a position in Innovator US Equity Power Buffer ETF January in Q3 2022 and has held it in 17 quarters since.
  • 31 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.