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

PlanVest 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 		$31.6K Hold
638
– – 0.02% 283
2026
Q1 		$29.4K Buy
+638
New +$30K 0.02% 277

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

PlanVest Financial's PJAN Position: Q2 2026 in Review

PlanVest Financial held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 638 shares worth $31.6K. The position accounts for 0.02% of the portfolio, ranked #283.

PlanVest Financial first reported a position in PJAN in Q1 2026 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • PlanVest Financial held 638 shares of Innovator US Equity Power Buffer ETF January worth $31.6K as of Q2 2026.
  • PlanVest Financial left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF January made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #283 holding.
  • PlanVest Financial first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.