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

Tradition 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 Q2	$1.36M	Sell	27,448 -800	-3%	-$38.9K	0.08%	184
2026 Q1	$1.3M	Buy	28,248 +7,342	+35%	+$345K	0.09%	179
2025 Q4	$983K	Hold	20,906	–	–	0.07%	193
2025 Q3	$957K	Hold	20,906	–	–	0.07%	190
2025 Q2	$921K	Sell	20,906 -17	-0.1%	-$714	0.07%	186
2025 Q1	$868K	Buy	20,923 +2,548	+14%	+$108K	0.08%	185
2024 Q4	$776K	Sell	18,375 -812	-4%	-$33.9K	0.07%	194
2024 Q3	$793K	Sell	19,187 -9,061	-32%	-$368K	0.07%	184
2024 Q2	$1.14M	Sell	28,248 -2,240	-7%	-$88.1K	0.11%	151
2024 Q1	$1.19M	Buy	+30,488	New	+$1.16M	0.12%	136
2021 Q3	–	Sell	-111,832	Closed	-$3.61M	–	1202
2021 Q2	$3.61M	Sell	111,832 -85,339	-43%	-$2.74M	0.54%	50
2021 Q1	$6.17M	Buy	197,171 +118,382	+150%	+$3.66M	1.07%	23
2020 Q4	$2.41M	Buy	+78,789	New	+$2.36M	0.47%	58

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

Tradition Wealth Management's PJAN Position: Q2 2026 in Review

Tradition Wealth Management reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 2.8% in Q2 2026, selling an estimated $38.9K and leaving 27,448 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #184.

Tradition Wealth Management first reported a position in PJAN in Q4 2020 and has held it in 13 quarters since. The position peaked at $6.17M in Q1 2021. 292 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Tradition Wealth Management held 27,448 shares of Innovator US Equity Power Buffer ETF January worth $1.36M as of Q2 2026.
Tradition Wealth Management sold 800 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $38.9K.
Innovator US Equity Power Buffer ETF January made up 0.08% of Tradition Wealth Management's portfolio in Q2 2026, its #184 holding.
Tradition Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2020 and has held it in 13 quarters since.
Tradition Wealth Management's Innovator US Equity Power Buffer ETF January position peaked at $6.17M in Q1 2021.
292 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.