OneDigital Investment Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

OneDigital Investment Advisors’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	$4.08M	Buy	88,362 +7,235	+9%	+$340K	0.04%	305
2025 Q4	$3.81M	Sell	81,127 -4,428	-5%	-$205K	0.04%	317
2025 Q3	$3.92M	Sell	85,555 -15,002	-15%	-$673K	0.04%	286
2025 Q2	$4.43M	Buy	100,557 +39,228	+64%	+$1.65M	0.05%	261
2025 Q1	$2.54M	Buy	61,329 +3,394	+6%	+$144K	0.03%	348
2024 Q4	$2.45M	Buy	57,935 +4,078	+8%	+$170K	0.03%	372
2024 Q3	$2.23M	Sell	53,857 -1,945	-3%	-$79K	0.03%	412
2024 Q2	$2.24M	Sell	55,802 -62	-0.1%	-$2.44K	0.03%	391
2024 Q1	$2.18M	Buy	55,864 +675	+1%	+$25.8K	0.03%	315
2023 Q4	$2.06M	Sell	55,189 -2,494	-4%	-$89.4K	0.04%	307
2023 Q3	$2.01M	Sell	57,683 -3,725	-6%	-$132K	0.04%	284
2023 Q2	$2.16M	Buy	61,408 +966	+2%	+$32.7K	0.05%	265
2023 Q1	$2.01M	Buy	60,442 +34,709	+135%	+$1.13M	0.05%	274
2022 Q4	$811K	Sell	25,733 -6,264	-20%	-$195K	0.02%	403
2022 Q3	$942K	Hold	31,997	–	–	0.03%	309
2022 Q2	$961K	Sell	31,997 -1,038	-3%	-$32.2K	0.04%	271
2022 Q1	$1.08M	Buy	33,035 +8,280	+33%	+$267K	0.04%	257
2021 Q4	$824K	Hold	24,755	–	–	0.03%	322
2021 Q3	$808K	Hold	24,755	–	–	0.03%	311
2021 Q2	$803K	Sell	24,755 -816	-3%	-$26.2K	0.03%	296
2021 Q1	$807K	Buy	+25,571	New	+$791K	0.04%	287

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 $79.5B AUM 27.1% 1-Year Est. Return

PCS

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

OneDigital Investment Advisors's PJAN Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 8.9% in Q1 2026, buying an estimated $340K and bringing the position to 88,362 shares worth $4.08M. The position accounts for 0.04% of the portfolio, ranked #305.

OneDigital Investment Advisors first reported a position in PJAN in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.43M in Q2 2025. 281 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

OneDigital Investment Advisors held 88,362 shares of Innovator US Equity Power Buffer ETF January worth $4.08M as of Q1 2026.
OneDigital Investment Advisors bought 7,235 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $340K.
Innovator US Equity Power Buffer ETF January made up 0.04% of OneDigital Investment Advisors's portfolio in Q1 2026, its #305 holding.
OneDigital Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2021 and has held it in 21 quarters since.
OneDigital Investment Advisors's Innovator US Equity Power Buffer ETF January position peaked at $4.43M in Q2 2025.
281 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.