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 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 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

Sterling Financial Planning's PJAN Position: Q1 2026 in Review

Sterling Financial Planning increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.2% in Q1 2026, buying an estimated $1.41K and bringing the position to 14,962 shares worth $690K. The position accounts for 0.2% of the portfolio, ranked #59.

Sterling Financial Planning first reported a position in PJAN in Q4 2020 and has held it in 22 quarters since. The position peaked at $722K in Q3 2025. 280 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

Sterling Financial Planning held 14,962 shares of Innovator US Equity Power Buffer ETF January worth $690K as of Q1 2026.
Sterling Financial Planning bought 30 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $1.41K.
Innovator US Equity Power Buffer ETF January made up 0.2% of Sterling Financial Planning's portfolio in Q1 2026, its #59 holding.
Sterling Financial Planning first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2020 and has held it in 22 quarters since.
Sterling Financial Planning's Innovator US Equity Power Buffer ETF January position peaked at $722K in Q3 2025.
280 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.