PF
PJAN icon

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
Q2 		$631K Sell
12,770
-1,780
-12% -$86.6K ﹤0.01% 314
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 $302B AUM 26.44% 1-Year Est. Return
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

Phoenix Financial's PJAN Position: Q2 2026 in Review

Phoenix Financial reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 12% in Q2 2026, selling an estimated $86.6K and leaving 12,770 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Phoenix Financial first reported a position in PJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q2 2025. 293 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Phoenix Financial held 12,770 shares of Innovator US Equity Power Buffer ETF January worth $631K as of Q2 2026.
  • Phoenix Financial sold 1,780 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $86.6K.
  • Innovator US Equity Power Buffer ETF January made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #314 holding.
  • Phoenix Financial first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
  • Phoenix Financial's Innovator US Equity Power Buffer ETF January position peaked at $1.13M in Q2 2025.
  • 293 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.