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

Spire Wealth Management’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	$722K	Hold	14,593	–	–	0.02%	458
2026 Q1	$673K	Hold	14,593	–	–	0.02%	467
2025 Q4	$686K	Buy	14,593 +9,482	+186%	+$439K	0.02%	471
2025 Q3	$234K	Sell	5,111 -1	-0%	-$45	0.01%	740
2025 Q2	$225K	Hold	5,112	–	–	0.01%	733
2025 Q1	$212K	Sell	5,112 -2,142	-30%	-$90.8K	0.01%	811
2024 Q4	$306K	Sell	7,254 -119	-2%	-$4.97K	0.01%	696
2024 Q3	$305K	Hold	7,373	–	–	0.01%	636
2024 Q2	$297K	Sell	7,373 -127	-2%	-$5K	0.01%	620
2024 Q1	$293K	Hold	7,500	–	–	0.01%	672
2023 Q4	$282K	Buy	7,500 +1	+0%	+$36	0.01%	672
2023 Q3	$261K	Sell	7,499 -1	-0%	-$35	0.01%	632
2023 Q2	$263K	Hold	7,500	–	–	0.01%	642
2023 Q1	$249K	Buy	+7,500	New	+$244K	0.01%	665
2022 Q3	–	Sell	-9,200	Closed	-$276K	–	2495
2022 Q2	$276K	Hold	9,200	–	–	0.01%	656
2022 Q1	$300K	Buy	+9,200	New	+$297K	0.01%	725

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

Spire Wealth Management's PJAN Position: Q2 2026 in Review

Spire Wealth Management held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 14,593 shares worth $722K. The position accounts for 0.02% of the portfolio, ranked #458.

Spire Wealth Management first reported a position in PJAN in Q1 2022 and has held it in 16 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Spire Wealth Management held 14,593 shares of Innovator US Equity Power Buffer ETF January worth $722K as of Q2 2026.
Spire Wealth Management left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF January made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #458 holding.
Spire Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2022 and has held it in 16 quarters since.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.