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Rothschild Investment LLC’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Rothschild Investment LLC’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
2025
Q4 		– Sell
-16
Closed -$733 – 3486
2025
Q3 		$733 Hold
16
– – ﹤0.01% 2711
2025
Q2 		$705 Hold
16
– – ﹤0.01% 2619
2025
Q1 		$664 Hold
16
– – ﹤0.01% 2524
2024
Q4 		$676 Hold
16
– – ﹤0.01% 2422
2024
Q3 		$661 Hold
16
– – ﹤0.01% 2389
2024
Q2 		$644 Hold
16
– – ﹤0.01% 1869
2024
Q1 		$626 Hold
16
– – ﹤0.01% 1311
2023
Q4 		$596 Buy
+16
New +$574 ﹤0.01% 1220

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Rothschild Investment LLC's PJAN Position: Q4 2025 in Review

Rothschild Investment LLC sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q4 2025, closing a stake of 16 shares — an estimated $733 sold.

Rothschild Investment LLC first reported a position in PJAN in Q4 2023 and held it in 8 quarters. The position peaked at $733 in Q3 2025. 253 funds tracked by Wall St. Rank hold PJAN as of Q4 2025.

  • Rothschild Investment LLC reported no remaining Innovator US Equity Power Buffer ETF January position as of Q4 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 16 Innovator US Equity Power Buffer ETF January shares in Q4 2025, an estimated $733.
  • Rothschild Investment LLC first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2023 and held it in 8 quarters.
  • Rothschild Investment LLC's Innovator US Equity Power Buffer ETF January position peaked at $733 in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q4 2025.

Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.