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

Personal CFO Solutions’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	$27.4M	Buy	+593,514	New	+$27.9M	3.85%	3
2023 Q1	–	Sell	-194,893	Closed	-$6.14M	–	498
2022 Q4	$6.14M	Sell	194,893 -10,662	-5%	-$333K	1.3%	11
2022 Q3	$6.05M	Sell	205,555 -509,781	-71%	-$15.8M	1.52%	13
2022 Q2	$21.5M	Sell	715,336 -2,082	-0.3%	-$64.7K	5.04%	2
2022 Q1	$23.4M	Sell	717,418 -7,182	-1%	-$232K	4.61%	1
2021 Q4	$24.1M	Buy	+724,600	New	+$24M	4.51%	1
2021 Q2	–	Sell	-269,464	Closed	-$8.5M	–	462
2021 Q1	$8.5M	Buy	+269,464	New	+$8.34M	1.84%	9
2020 Q3	–	Sell	-721,412	Closed	-$20.2M	–	283
2020 Q2	$20.2M	Buy	721,412 +53,438	+8%	+$1.44M	5.98%	1
2020 Q1	$16.7M	Buy	+667,974	New	+$18.3M	6.01%	1

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Personal CFO Solutions's PJAN Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2026: 593,514 shares worth $27.4M. The stake represents 3.85% of the portfolio and ranks #3 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in PJAN as recently as Q4 2022.

Personal CFO Solutions first reported a position in PJAN in Q1 2020 and has held it in 9 quarters since. 280 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

Personal CFO Solutions held 593,514 shares of Innovator US Equity Power Buffer ETF January worth $27.4M as of Q1 2026.
Innovator US Equity Power Buffer ETF January was a new Personal CFO Solutions position in Q1 2026.
Innovator US Equity Power Buffer ETF January made up 3.85% of Personal CFO Solutions's portfolio in Q1 2026, its #3 holding.
Personal CFO Solutions first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2020 and has held it in 9 quarters since.
280 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.