Sagespring Wealth Partners’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Sagespring Wealth Partners’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	$364K	Sell	7,347 -41	-0.6%	-$2K	0.01%	620
2026 Q1	$341K	Buy	7,388 +981	+15%	+$46.1K	0.01%	609
2025 Q4	$301K	Sell	6,407 -115	-2%	-$5.32K	0.01%	618
2025 Q3	$299K	Sell	6,522 -885	-12%	-$39.7K	0.01%	610
2025 Q2	$326K	Buy	7,407 +385	+5%	+$16.2K	0.01%	551
2025 Q1	$291K	Sell	7,022 -437	-6%	-$18.5K	0.01%	527
2024 Q4	$315K	Buy	+7,459	New	+$312K	0.01%	466

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

Sagespring Wealth Partners's PJAN Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.55% in Q2 2026, selling an estimated $2K and leaving 7,347 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #620.

Sagespring Wealth Partners first reported a position in PJAN in Q4 2024 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Sagespring Wealth Partners held 7,347 shares of Innovator US Equity Power Buffer ETF January worth $364K as of Q2 2026.
Sagespring Wealth Partners sold 41 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $2K.
Innovator US Equity Power Buffer ETF January made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #620 holding.
Sagespring Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2024 and has held it in 7 quarters since.
292 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.