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

Todd 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 		$1.9M Sell
37,486
-1,211
-3% -$60.8K 1.45% 21
2026
Q2 		$1.92M Sell
38,697
-85
-0.2% -$4.14K 1.45% 20
2026
Q1 		$1.79M Sell
38,782
-209
-0.5% -$9.8K 1.63% 20
2025
Q4 		$1.83M Buy
+38,991
New +$1.8M 1.66% 19

Other funds holding PJAN

SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFI Wealth Solutions
BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Todd Wealth Management's PJAN Position: Q3 2026 in Review

Todd Wealth Management reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 3.1% in Q3 2026, selling an estimated $60.8K and leaving 37,486 shares worth $1.9M. The position accounts for 1.45% of the portfolio, ranked #21.

Todd Wealth Management first reported a position in PJAN in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.92M in Q2 2026. 119 funds tracked by Wall St. Rank hold PJAN as of Q3 2026.

  • Todd Wealth Management held 37,486 shares of Innovator US Equity Power Buffer ETF January worth $1.9M as of Q3 2026.
  • Todd Wealth Management sold 1,211 Innovator US Equity Power Buffer ETF January shares in Q3 2026, an estimated $60.8K.
  • Innovator US Equity Power Buffer ETF January made up 1.45% of Todd Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Todd Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's Innovator US Equity Power Buffer ETF January position peaked at $1.92M in Q2 2026.
  • 119 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.