Stuart Chaussee & Associates’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Stuart Chaussee & Associates’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
2025 Q4	–	Sell	-42,535	Closed	-$1.95M	–	111
2025 Q3	$1.95M	Sell	42,535 -4,090	-9%	-$184K	0.42%	13
2025 Q2	$2.05M	Sell	46,625 -3,795	-8%	-$159K	0.46%	14
2025 Q1	$2.09M	Buy	50,420 +4,530	+10%	+$192K	0.52%	13
2024 Q4	$1.94M	Sell	45,890 -4,785	-9%	-$200K	0.48%	13
2024 Q3	$2.09M	Sell	50,675 -1,265	-2%	-$51.4K	0.55%	12
2024 Q2	$2.09M	Sell	51,940 -2,450	-5%	-$96.4K	0.58%	11
2024 Q1	$2.13M	Sell	54,390 -171,650	-76%	-$6.55M	0.61%	10
2023 Q4	$8.42M	Buy	226,040 +183,045	+426%	+$6.56M	2.46%	6
2023 Q3	$1.5M	Sell	42,995 -1,000	-2%	-$35.3K	0.5%	8
2023 Q2	$1.54M	Hold	43,995	–	–	0.49%	9
2023 Q1	$1.46M	Buy	43,995 +3,495	+9%	+$114K	0.5%	9
2022 Q4	$1.28M	Buy	+40,500	New	+$1.26M	0.47%	9

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

SEP

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

Stuart Chaussee & Associates's PJAN Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q4 2025, closing a stake of 42,535 shares — an estimated $1.95M sold.

Stuart Chaussee & Associates first reported a position in PJAN in Q4 2022 and held it in 12 quarters. The position peaked at $8.42M in Q4 2023. 255 funds tracked by Wall St. Rank hold PJAN as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Innovator US Equity Power Buffer ETF January position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 42,535 Innovator US Equity Power Buffer ETF January shares in Q4 2025, an estimated $1.95M.
Stuart Chaussee & Associates first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2022 and held it in 12 quarters.
Stuart Chaussee & Associates's Innovator US Equity Power Buffer ETF January position peaked at $8.42M in Q4 2023.
255 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.