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

Sigma Planning Corp’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 Q1	$337K	Sell	7,307 -765	-9%	-$36K	0.01%	1007
2025 Q4	$382K	Sell	8,072 -2,300	-22%	-$106K	0.01%	911
2025 Q3	$475K	Hold	10,372	–	–	0.01%	838
2025 Q2	$457K	Sell	10,372 -1,593	-13%	-$66.9K	0.01%	812
2025 Q1	$496K	Sell	11,965 -2,538	-17%	-$108K	0.02%	743
2024 Q4	$613K	Sell	14,503 -14,336	-50%	-$599K	0.02%	659
2024 Q3	$1.19M	Sell	28,839 -24,198	-46%	-$983K	0.04%	448
2024 Q2	$2.13M	Sell	53,037 -27,954	-35%	-$1.1M	0.07%	275
2024 Q1	$3.17M	Buy	80,991 +71,839	+785%	+$2.74M	0.1%	209
2023 Q4	$341K	Sell	9,152 -23,279	-72%	-$835K	0.03%	589
2023 Q3	$1.13M	Sell	32,431 -2,810	-8%	-$99.2K	0.04%	420
2023 Q2	$1.24M	Sell	35,241 -7,499	-18%	-$254K	0.04%	395
2023 Q1	$1.42M	Buy	42,740 +14,040	+49%	+$457K	0.05%	391
2022 Q4	$904K	Sell	28,700 -1,335	-4%	-$41.6K	0.03%	524
2022 Q3	$884K	Buy	30,035 +75	+0.3%	+$2.33K	0.03%	505
2022 Q2	$900K	Buy	29,960 +7,810	+35%	+$243K	0.03%	507
2022 Q1	$721K	Buy	22,150 +10,569	+91%	+$341K	0.02%	679
2021 Q4	$385K	Buy	+11,581	New	+$383K	0.01%	962
2021 Q2	–	Sell	-7,671	Closed	-$242K	–	1477
2021 Q1	$242K	Sell	7,671 -3,464	-31%	-$107K	0.01%	1111
2020 Q4	$341K	Buy	+11,135	New	+$333K	0.01%	839

Other funds holding PJAN

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Sigma Planning Corp's PJAN Position: Q1 2026 in Review

Sigma Planning Corp reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 9.5% in Q1 2026, selling an estimated $36K and leaving 7,307 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #1007.

Sigma Planning Corp first reported a position in PJAN in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.17M in Q1 2024. 280 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

Sigma Planning Corp held 7,307 shares of Innovator US Equity Power Buffer ETF January worth $337K as of Q1 2026.
Sigma Planning Corp sold 765 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $36K.
Innovator US Equity Power Buffer ETF January made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1007 holding.
Sigma Planning Corp first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2020 and has held it in 20 quarters since.
Sigma Planning Corp's Innovator US Equity Power Buffer ETF January position peaked at $3.17M in Q1 2024.
280 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.