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

Schulz Wealth’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 		$813K Sell
17,290
-2,465
-12% -$114K 0.52% 30
2025
Q3 		$905K Hold
19,755
– – 0.6% 28
2025
Q2 		$870K Sell
19,755
-1,370
-6% -$57.5K 0.65% 27
2025
Q1 		$876K Hold
21,125
– – 0.67% 23
2024
Q4 		$893K Sell
21,125
-10
-0% -$418 0.69% 22
2024
Q3 		$873K Hold
21,135
– – 0.68% 23
2024
Q2 		$850K Hold
21,135
– – 0.72% 22
2024
Q1 		$827K Sell
21,135
-5,985
-22% -$228K 0.71% 23
2023
Q4 		$1.01M Buy
+27,120
New +$973K 0.97% 20

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 $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Schulz Wealth's PJAN Position: Q4 2025 in Review

Schulz Wealth reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 12% in Q4 2025, selling an estimated $114K and leaving 17,290 shares worth $813K. The position accounts for 0.52% of the portfolio, ranked #30.

Schulz Wealth first reported a position in PJAN in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2023. 254 funds tracked by Wall St. Rank hold PJAN as of Q4 2025.

  • Schulz Wealth held 17,290 shares of Innovator US Equity Power Buffer ETF January worth $813K as of Q4 2025.
  • Schulz Wealth sold 2,465 Innovator US Equity Power Buffer ETF January shares in Q4 2025, an estimated $114K.
  • Innovator US Equity Power Buffer ETF January made up 0.52% of Schulz Wealth's portfolio in Q4 2025, its #30 holding.
  • Schulz Wealth first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2023 and has held it in 9 quarters since.
  • Schulz Wealth's Innovator US Equity Power Buffer ETF January position peaked at $1.01M in Q4 2023.
  • 254 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.