Marshall Financial Group (Maryland)’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Marshall Financial Group (Maryland)’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	$695K	Hold	14,041	–	–	0.1%	187
2026 Q1	$648K	Hold	14,041	–	–	0.1%	181
2025 Q4	$660K	Hold	14,041	–	–	0.13%	182
2025 Q3	$643K	Hold	14,041	–	–	0.13%	172
2025 Q2	$618K	Hold	14,041	–	–	0.12%	174
2025 Q1	$582K	Buy	+14,041	New	+$595K	0.13%	157
2023 Q1	–	Sell	-9,118	Closed	-$287K	–	187
2022 Q4	$287K	Hold	9,118	–	–	0.11%	144
2022 Q3	$268K	Hold	9,118	–	–	0.11%	155
2022 Q2	$274K	Hold	9,118	–	–	0.11%	158
2022 Q1	$297K	Buy	+9,118	New	+$294K	0.12%	171

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

Marshall Financial Group (Maryland)'s PJAN Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 14,041 shares worth $695K. The position accounts for 0.1% of the portfolio, ranked #187.

Marshall Financial Group (Maryland) first reported a position in PJAN in Q1 2022 and has held it in 10 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Marshall Financial Group (Maryland) held 14,041 shares of Innovator US Equity Power Buffer ETF January worth $695K as of Q2 2026.
Marshall Financial Group (Maryland) left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF January made up 0.1% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #187 holding.
Marshall Financial Group (Maryland) first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2022 and has held it in 10 quarters since.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.