KWM
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Kingsview Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Kingsview 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
2025
Q3 		– Sell
-5,850
Closed -$258K – 1270
2025
Q2 		$258K Hold
5,850
– – ﹤0.01% 1004
2025
Q1 		$243K Buy
5,850
+550
+10% +$23.3K ﹤0.01% 971
2024
Q4 		$224K Sell
5,300
-1,251
-19% -$52.3K ﹤0.01% 1013
2024
Q3 		$271K Sell
6,551
-167
-2% -$6.78K 0.01% 922
2024
Q2 		$270K Sell
6,718
-421
-6% -$16.6K 0.01% 875
2024
Q1 		$279K Buy
7,139
+953
+15% +$36.4K 0.01% 845
2023
Q4 		$230K Sell
6,186
-1,596
-21% -$57.2K 0.01% 852
2023
Q3 		$271K Sell
7,782
-1,560
-17% -$55.1K 0.01% 785
2023
Q2 		$328K Buy
9,342
+839
+10% +$28.4K 0.01% 718
2023
Q1 		$282K Buy
8,503
+1,448
+21% +$47.2K 0.01% 731
2022
Q4 		$222K Sell
7,055
-4,121
-37% -$129K 0.01% 759
2022
Q3 		$329K Sell
11,176
-100
-0.9% -$3.1K 0.02% 615
2022
Q2 		$339K Buy
+11,276
New +$350K 0.02% 626

Other funds holding PJAN

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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
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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Kingsview Wealth Management's PJAN Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q3 2025, closing a stake of 5,850 shares — an estimated $258K sold.

Kingsview Wealth Management first reported a position in PJAN in Q2 2022 and held it in 13 quarters. The position peaked at $339K in Q2 2022. 238 funds tracked by Wall St. Rank hold PJAN as of Q3 2025.

  • Kingsview Wealth Management reported no remaining Innovator US Equity Power Buffer ETF January position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,850 Innovator US Equity Power Buffer ETF January shares in Q3 2025, an estimated $258K.
  • Kingsview Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2022 and held it in 13 quarters.
  • Kingsview Wealth Management's Innovator US Equity Power Buffer ETF January position peaked at $339K in Q2 2022.
  • 238 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.