Retirement Income Solutions’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Retirement Income 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	$885K	Hold	19,175	–	–	0.15%	59
2026 Q1	$885K	Sell	19,175 -2,225	-10%	-$105K	0.15%	59
2025 Q4	$1.01M	Sell	21,400 -86	-0.4%	-$3.98K	0.17%	54
2025 Q3	$984K	Hold	21,486	–	–	0.17%	52
2025 Q2	$946K	Buy	21,486 +86	+0.4%	+$3.61K	0.17%	51
2025 Q1	$887K	Buy	21,400 +2,361	+12%	+$100K	0.19%	48
2024 Q4	$804K	Hold	19,039	–	–	0.16%	52
2024 Q3	$787K	Hold	19,039	–	–	0.18%	52
2024 Q2	$766K	Hold	19,039	–	–	0.19%	52
2024 Q1	$745K	Sell	19,039 -5,410	-22%	-$206K	0.17%	60
2023 Q4	$910K	Hold	24,449	–	–	0.23%	50
2023 Q3	$851K	Buy	24,449 +5,456	+29%	+$193K	0.24%	49
2023 Q2	$667K	Hold	18,993	–	–	0.18%	63
2023 Q1	$631K	Buy	18,993 +2,388	+14%	+$77.8K	0.18%	60
2022 Q4	$523K	Hold	16,605	–	–	0.17%	67
2022 Q3	$494K	Hold	16,605	–	–	0.18%	59
2022 Q2	$499K	Hold	16,605	–	–	0.18%	60
2022 Q1	$541K	Hold	16,605	–	–	0.15%	60
2021 Q4	$552K	Hold	16,605	–	–	0.15%	61
2021 Q3	$542K	Hold	16,605	–	–	0.18%	55
2021 Q2	$539K	Hold	16,605	–	–	0.18%	58
2021 Q1	$524K	Buy	+16,605	New	+$514K	0.18%	60
2020 Q4	–	Sell	-9,520	Closed	-$279K	–	92
2020 Q3	$279K	Hold	9,520	–	–	0.12%	68
2020 Q2	$267K	Hold	9,520	–	–	0.11%	68
2020 Q1	$239K	Buy	+9,520	New	+$261K	0.13%	61

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

Retirement Income Solutions's PJAN Position: Q2 2026 in Review

Retirement Income Solutions held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 19,175 shares worth $885K. The position accounts for 0.15% of the portfolio, ranked #59.

Retirement Income Solutions first reported a position in PJAN in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.01M in Q4 2025. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Retirement Income Solutions held 19,175 shares of Innovator US Equity Power Buffer ETF January worth $885K as of Q2 2026.
Retirement Income Solutions left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF January made up 0.15% of Retirement Income Solutions's portfolio in Q2 2026, its #59 holding.
Retirement Income Solutions first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2020 and has held it in 25 quarters since.
Retirement Income Solutions's Innovator US Equity Power Buffer ETF January position peaked at $1.01M in Q4 2025.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.