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
2026 Q2	$855K	Buy	+17,285	New	+$841K	0.44%	35
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 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

Schulz Wealth's PJAN Position: Q2 2026 in Review

Schulz Wealth opened a new position in Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2026: 17,285 shares worth $855K. The stake represents 0.44% of the portfolio and ranks #35 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in PJAN as recently as Q4 2025.

Schulz Wealth first reported a position in PJAN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2023. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Schulz Wealth held 17,285 shares of Innovator US Equity Power Buffer ETF January worth $855K as of Q2 2026.
Innovator US Equity Power Buffer ETF January was a new Schulz Wealth position in Q2 2026.
Innovator US Equity Power Buffer ETF January made up 0.44% of Schulz Wealth's portfolio in Q2 2026, its #35 holding.
Schulz Wealth first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2023 and has held it in 10 quarters since.
Schulz Wealth's Innovator US Equity Power Buffer ETF January position peaked at $1.01M in Q4 2023.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.