JWM
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Jessup Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Jessup Wealth Management’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 		$1.67M Buy
36,238
+388
+1% +$18.2K 0.61% 27
2025
Q4 		$1.69M Sell
35,850
-2,196
-6% -$102K 0.56% 31
2025
Q3 		$1.74M Sell
38,046
-156
-0.4% -$7K 0.65% 27
2025
Q2 		$1.68M Sell
38,202
-845
-2% -$35.5K 0.68% 30
2025
Q1 		$1.62M Buy
39,047
+3,537
+10% +$150K 0.68% 30
2024
Q4 		$1.5M Sell
35,510
-1,694
-5% -$70.8K 0.64% 28
2024
Q3 		$1.54M Sell
37,204
-331
-0.9% -$13.4K 0.71% 25
2024
Q2 		$1.51M Sell
37,535
-683
-2% -$26.9K 0.64% 32
2024
Q1 		$1.49M Buy
+38,218
New +$1.46M 0.64% 34

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
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 $71.6B AUM 21.08% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return