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

Outlook Wealth 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	$509K	Buy	11,042 +2,611	+31%	+$123K	0.12%	168
2025 Q4	$396K	Sell	8,431 -36	-0.4%	-$1.67K	0.09%	192
2025 Q3	$388K	Sell	8,467 -538	-6%	-$24.2K	0.1%	192
2025 Q2	$397K	Hold	9,005	–	–	0.1%	180
2025 Q1	$373K	Hold	9,005	–	–	0.1%	188
2024 Q4	$380K	Sell	9,005 -332	-4%	-$13.9K	0.11%	188
2024 Q3	$386K	Sell	9,337 -923	-9%	-$37.5K	0.11%	169
2024 Q2	$1.94M	Sell	10,260 -67,473	-87%	-$2.65M	0.6%	34
2024 Q1	$3.04M	Buy	+77,733	New	+$2.97M	0.94%	24

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

Outlook Wealth Advisors's PJAN Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 31% in Q1 2026, buying an estimated $123K and bringing the position to 11,042 shares worth $509K. The position accounts for 0.12% of the portfolio, ranked #168.

Outlook Wealth Advisors first reported a position in PJAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.04M in Q1 2024. 280 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

Outlook Wealth Advisors held 11,042 shares of Innovator US Equity Power Buffer ETF January worth $509K as of Q1 2026.
Outlook Wealth Advisors bought 2,611 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $123K.
Innovator US Equity Power Buffer ETF January made up 0.12% of Outlook Wealth Advisors's portfolio in Q1 2026, its #168 holding.
Outlook Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2024 and has held it in 9 quarters since.
Outlook Wealth Advisors's Innovator US Equity Power Buffer ETF January position peaked at $3.04M in Q1 2024.
280 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.