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

MBL Wealth’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 		$241K Sell
4,875
-2,025
-29% -$98.5K 0.02% 334
2026
Q1 		$318K Buy
6,900
+300
+5% +$14.1K 0.02% 250
2025
Q4 		$310K Sell
6,600
-85
-1% -$3.93K 0.02% 235
2025
Q3 		$306K Sell
6,685
-75
-1% -$3.37K 0.03% 200
2025
Q2 		$298K Hold
6,760
– – 0.03% 190
2025
Q1 		$280K Sell
6,760
-1,551
-19% -$65.8K 0.03% 183
2024
Q4 		$351K Sell
8,311
-900
-10% -$37.6K 0.04% 155
2024
Q3 		$381K Sell
9,211
-1,645
-15% -$66.8K 0.04% 144
2024
Q2 		$437K Sell
10,856
-2,915
-21% -$115K 0.05% 136
2024
Q1 		$539K Buy
+13,771
New +$526K 0.06% 126
2023
Q2 		– Sell
-215,357
Closed -$7.15M – 184
2023
Q1 		$7.15M Buy
215,357
+120,296
+127% +$3.92M 1.12% 24
2022
Q4 		$3M Buy
95,061
+4,513
+5% +$141K 0.57% 36
2022
Q3 		$2.67M Sell
90,548
-50,779
-36% -$1.57M 0.57% 37
2022
Q2 		$4.24M Sell
141,327
-160,882
-53% -$5M 1.06% 27
2022
Q1 		$9.84M Buy
+302,209
New +$9.74M 2.4% 11
2021
Q3 		$7.15M Buy
+219,075
New +$7.16M 2.47% 10
2021
Q1 		$7.44M Buy
235,675
+18,852
+9% +$583K 2.59% 11
2020
Q4 		$6.74M Buy
+216,823
New +$6.49M 2.67% 12

Other funds holding PJAN

AllianceBernstein
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
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
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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 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

MBL Wealth's PJAN Position: Q2 2026 in Review

MBL Wealth reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 29% in Q2 2026, selling an estimated $98.5K and leaving 4,875 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #334.

MBL Wealth first reported a position in PJAN in Q4 2020 and has held it in 18 quarters since. The position peaked at $9.84M in Q1 2022. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • MBL Wealth held 4,875 shares of Innovator US Equity Power Buffer ETF January worth $241K as of Q2 2026.
  • MBL Wealth sold 2,025 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $98.5K.
  • Innovator US Equity Power Buffer ETF January made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #334 holding.
  • MBL Wealth first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2020 and has held it in 18 quarters since.
  • MBL Wealth's Innovator US Equity Power Buffer ETF January position peaked at $9.84M in Q1 2022.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.