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Phoenix Financial’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Phoenix Financial’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 		$670K Buy
14,550
+330
+2% +$15.5K 0.01% 270
2025
Q4 		$665K Sell
14,220
-7,380
-34% -$341K 0.01% 264
2025
Q3 		$986K Sell
21,600
-4,190
-16% -$188K 0.01% 228
2025
Q2 		$1.13M Hold
25,790
– – 0.02% 221
2025
Q1 		$1.07M Buy
+25,790
New +$1.09M 0.02% 210

Other funds holding PJAN

AllianceBernstein
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Phoenix Financial's PJAN Position: Q1 2026 in Review

Phoenix Financial increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 2.3% in Q1 2026, buying an estimated $15.5K and bringing the position to 14,550 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #270.

Phoenix Financial first reported a position in PJAN in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q2 2025. 281 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

  • Phoenix Financial held 14,550 shares of Innovator US Equity Power Buffer ETF January worth $670K as of Q1 2026.
  • Phoenix Financial bought 330 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $15.5K.
  • Innovator US Equity Power Buffer ETF January made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #270 holding.
  • Phoenix Financial first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2025 and has held it in 5 quarters since.
  • Phoenix Financial's Innovator US Equity Power Buffer ETF January position peaked at $1.13M in Q2 2025.
  • 281 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.