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

Sterling Financial 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 		$740K Hold
14,962
– – 0.2% 60
2026
Q1 		$690K Buy
14,962
+30
+0.2% +$1.41K 0.2% 59
2025
Q4 		$702K Sell
14,932
-825
-5% -$38.2K 0.21% 59
2025
Q3 		$722K Sell
15,757
-503
-3% -$22.6K 0.23% 58
2025
Q2 		$716K Sell
16,260
-63
-0.4% -$2.65K 0.24% 59
2025
Q1 		$677K Sell
16,323
-277
-2% -$11.7K 0.25% 57
2024
Q4 		$701K Sell
16,600
-61
-0.4% -$2.55K 0.26% 54
2024
Q3 		$688K Hold
16,661
– – 0.25% 58
2024
Q2 		$670K Hold
16,661
– – 0.27% 57
2024
Q1 		$652K Sell
16,661
-48
-0.3% -$1.83K 0.26% 59
2023
Q4 		$622K Sell
16,709
-431
-3% -$15.5K 0.27% 57
2023
Q3 		$596K Sell
17,140
-109
-0.6% -$3.85K 0.31% 53
2023
Q2 		$606K Sell
17,249
-226
-1% -$7.66K 0.3% 54
2023
Q1 		$580K Buy
17,475
+60
+0.3% +$1.95K 0.32% 55
2022
Q4 		$549K Sell
17,415
-82
-0.5% -$2.56K 0.33% 55
2022
Q3 		$515K Sell
17,497
-88
-0.5% -$2.73K 0.36% 54
2022
Q2 		$528K Buy
17,585
+101
+0.6% +$3.14K 0.37% 48
2022
Q1 		$569K Buy
17,484
+153
+0.9% +$4.93K 0.36% 48
2021
Q4 		$577K Buy
17,331
+1,473
+9% +$48.7K 0.36% 50
2021
Q3 		$518K Buy
15,858
+945
+6% +$30.9K 0.33% 49
2021
Q2 		$484K Hold
14,913
– – 0.31% 49
2021
Q1 		$471K Buy
14,913
+6,481
+77% +$201K 0.34% 46
2020
Q4 		$258K Buy
+8,432
New +$252K 0.21% 62

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

Sterling Financial Planning's PJAN Position: Q2 2026 in Review

Sterling Financial Planning held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 14,962 shares worth $740K. The position accounts for 0.2% of the portfolio, ranked #60.

Sterling Financial Planning first reported a position in PJAN in Q4 2020 and has held it in 23 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Sterling Financial Planning held 14,962 shares of Innovator US Equity Power Buffer ETF January worth $740K as of Q2 2026.
  • Sterling Financial Planning left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF January made up 0.2% of Sterling Financial Planning's portfolio in Q2 2026, its #60 holding.
  • Sterling Financial Planning first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2020 and has held it in 23 quarters since.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.