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Journey Retirement Planning & Investment Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Journey Retirement Planning & Investment 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
Q2 		$401K Buy
8,102
+1,059
+15% +$51.5K 0.31% 101
2026
Q1 		$325K Sell
7,043
-20,069
-74% -$943K 0.29% 101
2025
Q4 		$1.27M Buy
+27,112
New +$1.25M 0.26% 93

Other funds holding PJAN

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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Journey Retirement Planning & Investment Management's PJAN Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 15% in Q2 2026, buying an estimated $51.5K and bringing the position to 8,102 shares worth $401K. The position accounts for 0.31% of the portfolio, ranked #101.

Journey Retirement Planning & Investment Management first reported a position in PJAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q4 2025. 188 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 8,102 shares of Innovator US Equity Power Buffer ETF January worth $401K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 1,059 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $51.5K.
  • Innovator US Equity Power Buffer ETF January made up 0.31% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #101 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Innovator US Equity Power Buffer ETF January position peaked at $1.27M in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.