Lineweaver Wealth Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Lineweaver Wealth Advisors’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	$1.71M	Sell	34,624 -54	-0.2%	-$2.63K	0.2%	96
2026 Q1	$1.6M	Buy	34,678 +7,955	+30%	+$374K	0.22%	92
2025 Q4	$1.26M	Hold	26,723	–	–	0.17%	96
2025 Q3	$1.22M	Hold	26,723	–	–	0.18%	92
2025 Q2	$1.18M	Sell	26,723 -2,127	-7%	-$89.3K	0.19%	87
2025 Q1	$1.2M	Sell	28,850 -700	-2%	-$29.7K	0.2%	86
2024 Q4	$1.25M	Hold	29,550	–	–	0.23%	83
2024 Q3	$1.22M	Hold	29,550	–	–	0.23%	78
2024 Q2	$1.19M	Hold	29,550	–	–	0.25%	75
2024 Q1	$1.16M	Sell	29,550 -1,500	-5%	-$57.3K	0.27%	71
2023 Q4	$1.16M	Sell	31,050 -5,620	-15%	-$202K	0.3%	67
2023 Q3	$1.28M	Sell	36,670 -3,360	-8%	-$119K	0.37%	54
2023 Q2	$1.41M	Sell	40,030 -21,240	-35%	-$720K	0.4%	53
2023 Q1	$2.03M	Sell	61,270 -4,153	-6%	-$135K	0.63%	38
2022 Q4	$2.06M	Buy	65,423 +2,197	+3%	+$68.5K	0.62%	35
2022 Q3	$1.86M	Hold	63,226	–	–	0.6%	34
2022 Q2	$1.9M	Hold	63,226	–	–	0.63%	30
2022 Q1	$2.06M	Buy	63,226 +37,551	+146%	+$1.21M	0.59%	32
2021 Q4	$854K	Buy	25,675 +7,855	+44%	+$260K	0.25%	67
2021 Q3	$581K	Hold	17,820	–	–	0.18%	73
2021 Q2	$578K	Sell	17,820 -50,071	-74%	-$1.61M	0.19%	63
2021 Q1	$2.14M	Buy	+67,891	New	+$2.1M	0.76%	27

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

Lineweaver Wealth Advisors's PJAN Position: Q2 2026 in Review

Lineweaver Wealth Advisors reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.16% in Q2 2026, selling an estimated $2.63K and leaving 34,624 shares worth $1.71M. The position accounts for 0.2% of the portfolio, ranked #96.

Lineweaver Wealth Advisors first reported a position in PJAN in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.14M in Q1 2021. 292 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Lineweaver Wealth Advisors held 34,624 shares of Innovator US Equity Power Buffer ETF January worth $1.71M as of Q2 2026.
Lineweaver Wealth Advisors sold 54 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $2.63K.
Innovator US Equity Power Buffer ETF January made up 0.2% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #96 holding.
Lineweaver Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2021 and has held it in 22 quarters since.
Lineweaver Wealth Advisors's Innovator US Equity Power Buffer ETF January position peaked at $2.14M in Q1 2021.
292 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.