Keystone Wealth Services’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Keystone Wealth Services’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	$832K	Sell	16,813 -5	-0%	-$243	0.15%	145
2026 Q1	$776K	Buy	+16,818	New	+$790K	0.17%	143
2025 Q4	–	Sell	-17,134	Closed	-$785K	–	295
2025 Q3	$785K	Buy	17,134 +71	+0.4%	+$3.19K	0.17%	133
2025 Q2	$752K	Hold	17,063	–	–	0.18%	124
2025 Q1	$708K	Hold	17,063	–	–	0.19%	118
2024 Q4	$721K	Sell	17,063 -6,655	-28%	-$278K	0.19%	115
2024 Q3	$980K	Hold	23,718	–	–	0.27%	89
2024 Q2	$954K	Hold	23,718	–	–	0.3%	79
2024 Q1	$928K	Sell	23,718 -954	-4%	-$36.4K	0.3%	85
2023 Q4	$919K	Hold	24,672	–	–	0.31%	77
2023 Q3	$858K	Sell	24,672 -1,300	-5%	-$45.9K	0.33%	79
2023 Q2	$912K	Hold	25,972	–	–	0.34%	70
2023 Q1	$863K	Buy	25,972 +15,565	+150%	+$507K	0.35%	68
2022 Q4	$328K	Buy	+10,407	New	+$325K	0.14%	136

Other funds holding PJAN

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Keystone Wealth Services's PJAN Position: Q2 2026 in Review

Keystone Wealth Services reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.03% in Q2 2026, selling an estimated $243 and leaving 16,813 shares worth $832K. The position accounts for 0.15% of the portfolio, ranked #145.

Keystone Wealth Services first reported a position in PJAN in Q4 2022 and has held it in 14 quarters since. The position peaked at $980K in Q3 2024. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Keystone Wealth Services held 16,813 shares of Innovator US Equity Power Buffer ETF January worth $832K as of Q2 2026.
Keystone Wealth Services sold 5 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $243.
Innovator US Equity Power Buffer ETF January made up 0.15% of Keystone Wealth Services's portfolio in Q2 2026, its #145 holding.
Keystone Wealth Services first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2022 and has held it in 14 quarters since.
Keystone Wealth Services's Innovator US Equity Power Buffer ETF January position peaked at $980K in Q3 2024.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.