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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
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

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BCM
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AF
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William Blair & Company
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Commonwealth Equity Services
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return