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

Peak Wealth Management’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 		$303K Hold
6,126
– – 0.21% 43
2026
Q1 		$283K Buy
+6,126
New +$288K 0.23% 38

Other funds holding PJAN

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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

Peak Wealth Management's PJAN Position: Q2 2026 in Review

Peak Wealth Management held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 6,126 shares worth $303K. The position accounts for 0.21% of the portfolio, ranked #43.

Peak Wealth Management first reported a position in PJAN in Q1 2026 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Peak Wealth Management held 6,126 shares of Innovator US Equity Power Buffer ETF January worth $303K as of Q2 2026.
  • Peak Wealth Management left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF January made up 0.21% of Peak Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Peak Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Peak Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.