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Sequent Planning’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Sequent Planning’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 		$282K Buy
5,696
+5
+0.1% +$243 0.06% 229
2026
Q1 		$263K Sell
5,691
-24
-0.4% -$1.13K 0.06% 203
2025
Q4 		$269K Sell
5,715
-1,059
-16% -$49K 0.07% 182
2025
Q3 		$310K Buy
+6,774
New +$304K 0.09% 160

Other funds holding PJAN

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sequent Planning's PJAN Position: Q2 2026 in Review

Sequent Planning increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.09% in Q2 2026, buying an estimated $243 and bringing the position to 5,696 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #229.

Sequent Planning first reported a position in PJAN in Q3 2025 and has held it in 4 quarters since. The position peaked at $310K in Q3 2025. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Sequent Planning held 5,696 shares of Innovator US Equity Power Buffer ETF January worth $282K as of Q2 2026.
  • Sequent Planning bought 5 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $243.
  • Innovator US Equity Power Buffer ETF January made up 0.06% of Sequent Planning's portfolio in Q2 2026, its #229 holding.
  • Sequent Planning first reported a position in Innovator US Equity Power Buffer ETF January in Q3 2025 and has held it in 4 quarters since.
  • Sequent Planning's Innovator US Equity Power Buffer ETF January position peaked at $310K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.