My Personal CFO LLC’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

My Personal CFO LLC’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 Q1	$461K	Sell	10,000 -205	-2%	-$9.64K	0.2%	62
2025 Q4	$480K	Buy	+10,205	New	+$472K	0.2%	61
2025 Q3	–	Sell	-10,205	Closed	-$450K	–	137
2025 Q2	$450K	Hold	10,205	–	–	0.2%	61
2025 Q1	$423K	Sell	10,205 -40	-0.4%	-$1.7K	0.21%	59
2024 Q4	$433K	Sell	10,245 -25	-0.2%	-$1.04K	0.22%	64
2024 Q3	$424K	Sell	10,270 -7,294	-42%	-$296K	0.23%	64
2024 Q2	$707K	Sell	17,564 -330	-2%	-$13K	0.38%	50
2024 Q1	$700K	Sell	17,894 -575	-3%	-$21.9K	0.4%	52
2023 Q4	$688K	Sell	18,469 -936	-5%	-$33.6K	0.45%	49
2023 Q3	$675K	Buy	19,405 +1,595	+9%	+$56.3K	0.55%	43
2023 Q2	$625K	Buy	17,810 +1,596	+10%	+$54.1K	0.49%	46
2023 Q1	$538K	Buy	16,214 +14,743	+1,002%	+$480K	0.46%	48
2022 Q4	$84.6K	Buy	+1,471	New	+$45.9K	0.08%	99

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

My Personal CFO LLC's PJAN Position: Q1 2026 in Review

My Personal CFO LLC reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 2% in Q1 2026, selling an estimated $9.64K and leaving 10,000 shares worth $461K. The position accounts for 0.2% of the portfolio, ranked #62.

My Personal CFO LLC first reported a position in PJAN in Q4 2022 and has held it in 13 quarters since. The position peaked at $707K in Q2 2024. 280 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

My Personal CFO LLC held 10,000 shares of Innovator US Equity Power Buffer ETF January worth $461K as of Q1 2026.
My Personal CFO LLC sold 205 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $9.64K.
Innovator US Equity Power Buffer ETF January made up 0.2% of My Personal CFO LLC's portfolio in Q1 2026, its #62 holding.
My Personal CFO LLC first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2022 and has held it in 13 quarters since.
My Personal CFO LLC's Innovator US Equity Power Buffer ETF January position peaked at $707K in Q2 2024.
280 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.