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

Straight Path 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 Q3	$715K	Buy	14,089 +2,334	+20%	+$117K	0.16%	64
2026 Q2	$582K	Buy	11,755 +453	+4%	+$22K	0.14%	67
2026 Q1	$521K	Buy	11,302 +1,509	+15%	+$70.9K	0.14%	68
2025 Q4	$460K	Buy	9,793 +2,252	+30%	+$104K	0.12%	72
2025 Q3	$345K	Buy	7,541 +607	+9%	+$27.2K	0.09%	98
2025 Q2	$305K	Buy	6,934 +853	+14%	+$35.8K	0.1%	87
2025 Q1	$252K	Buy	+6,081	New	+$258K	0.1%	83
2022 Q1	–	Sell	-21,529	Closed	-$716K	–	78
2021 Q4	$716K	Buy	+21,529	New	+$712K	0.62%	27

Other funds holding PJAN

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Straight Path Wealth Management's PJAN Position: Q3 2026 in Review

Straight Path Wealth Management increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 20% in Q3 2026, buying an estimated $117K and bringing the position to 14,089 shares worth $715K. The position accounts for 0.16% of the portfolio, ranked #64.

Straight Path Wealth Management first reported a position in PJAN in Q4 2021 and has held it in 8 quarters since. The position peaked at $716K in Q4 2021. 101 funds tracked by Wall St. Rank hold PJAN as of Q3 2026.

Straight Path Wealth Management held 14,089 shares of Innovator US Equity Power Buffer ETF January worth $715K as of Q3 2026.
Straight Path Wealth Management bought 2,334 Innovator US Equity Power Buffer ETF January shares in Q3 2026, an estimated $117K.
Innovator US Equity Power Buffer ETF January made up 0.16% of Straight Path Wealth Management's portfolio in Q3 2026, its #64 holding.
Straight Path Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2021 and has held it in 8 quarters since.
Straight Path Wealth Management's Innovator US Equity Power Buffer ETF January position peaked at $716K in Q4 2021.
101 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.