Steward Partners Investment Advisory’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Steward Partners Investment Advisory’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	$6.57M	Sell	132,702 -2,135,617	-94%	-$104M	0.03%	472
2026 Q1	$105M	Buy	2,268,319 +645,234	+40%	+$30.3M	0.53%	29
2025 Q4	$76.3M	Buy	1,623,085 +1,501,558	+1,236%	+$69.5M	0.42%	41
2025 Q3	$5.57M	Sell	121,527 -486	-0.4%	-$21.8K	0.03%	445
2025 Q2	$5.37M	Buy	122,013 +908	+0.7%	+$38.1K	0.04%	409
2025 Q1	$5.02M	Buy	121,105 +108,675	+874%	+$4.61M	0.04%	396
2024 Q4	$525K	Hold	12,430	–	–	﹤0.01%	1130
2024 Q3	$514K	Buy	12,430 +558	+5%	+$22.7K	﹤0.01%	1099
2024 Q2	$478K	Sell	11,872 -6,179	-34%	-$243K	0.01%	1083
2024 Q1	$706K	Buy	18,051 +11,674	+183%	+$446K	0.01%	917
2023 Q4	$237K	Hold	6,377	–	–	﹤0.01%	1314
2023 Q3	$222K	Hold	6,377	–	–	﹤0.01%	1241
2023 Q2	$224K	Hold	6,377	–	–	﹤0.01%	1228
2023 Q1	$212K	Buy	6,377 +5,896	+1,226%	+$192K	﹤0.01%	1249
2022 Q4	$15.2K	Buy	+481	New	+$15K	﹤0.01%	2373

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

Steward Partners Investment Advisory's PJAN Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 94% in Q2 2026, selling an estimated $104M and leaving 132,702 shares worth $6.57M. The position accounts for 0.03% of the portfolio, ranked #472.

Steward Partners Investment Advisory first reported a position in PJAN in Q4 2022 and has held it in 15 quarters since. The position peaked at $105M in Q1 2026. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Steward Partners Investment Advisory held 132,702 shares of Innovator US Equity Power Buffer ETF January worth $6.57M as of Q2 2026.
Steward Partners Investment Advisory sold 2,135,617 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $104M.
Innovator US Equity Power Buffer ETF January made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #472 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2022 and has held it in 15 quarters since.
Steward Partners Investment Advisory's Innovator US Equity Power Buffer ETF January position peaked at $105M in Q1 2026.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.