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

NewEdge 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 		$521K Sell
10,521
-833
-7% -$40.5K 0.01% 846
2026
Q1 		$524K Buy
+11,354
New +$534K 0.01% 801

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

NewEdge Wealth's PJAN Position: Q2 2026 in Review

NewEdge Wealth reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 7.3% in Q2 2026, selling an estimated $40.5K and leaving 10,521 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #846.

NewEdge Wealth first reported a position in PJAN in Q1 2026 and has held it in 2 quarters since. The position peaked at $524K in Q1 2026. 293 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • NewEdge Wealth held 10,521 shares of Innovator US Equity Power Buffer ETF January worth $521K as of Q2 2026.
  • NewEdge Wealth sold 833 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $40.5K.
  • Innovator US Equity Power Buffer ETF January made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #846 holding.
  • NewEdge Wealth first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • NewEdge Wealth's Innovator US Equity Power Buffer ETF January position peaked at $524K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.