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 Q2	–	Sell	-593,514	Closed	-$27.4M	–	572
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 $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Personal CFO Solutions's PJAN Position: Q2 2026 in Review

Personal CFO Solutions sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2026, closing a stake of 593,514 shares — an estimated $27.4M sold.

Personal CFO Solutions first reported a position in PJAN in Q1 2020 and held it in 9 quarters. The position peaked at $27.4M in Q1 2026. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Personal CFO Solutions reported no remaining Innovator US Equity Power Buffer ETF January position as of Q2 2026 after selling out during the quarter.
Personal CFO Solutions sold 593,514 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $27.4M.
Personal CFO Solutions first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2020 and held it in 9 quarters.
Personal CFO Solutions's Innovator US Equity Power Buffer ETF January position peaked at $27.4M in Q1 2026.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.