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Merit Financial Group’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Merit Financial Group’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 		$1.98M Buy
39,966
+361
+0.9% +$17.6K 0.01% 759
2026
Q1 		$1.83M Buy
39,605
+2,076
+6% +$97.6K 0.01% 713
2025
Q4 		$1.76M Buy
37,529
+31,246
+497% +$1.45M 0.01% 697
2025
Q3 		$288K Sell
6,283
-549
-8% -$24.6K ﹤0.01% 1484
2025
Q2 		$301K Buy
+6,832
New +$287K ﹤0.01% 1338

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

Merit Financial Group's PJAN Position: Q2 2026 in Review

Merit Financial Group increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.91% in Q2 2026, buying an estimated $17.6K and bringing the position to 39,966 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #759.

Merit Financial Group first reported a position in PJAN in Q2 2025 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Merit Financial Group held 39,966 shares of Innovator US Equity Power Buffer ETF January worth $1.98M as of Q2 2026.
  • Merit Financial Group bought 361 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $17.6K.
  • Innovator US Equity Power Buffer ETF January made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #759 holding.
  • Merit Financial Group first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2025 and has held it in 5 quarters since.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.