Triad Wealth Partners’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Triad Wealth Partners’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	$7.21M	Buy	143,967 +6,826	+5%	+$332K	0.43%	41
2026 Q1	$6.33M	Buy	137,141 +28,078	+26%	+$1.32M	0.5%	43
2025 Q4	$5.13M	Buy	109,063 +19,332	+22%	+$894K	0.49%	50
2025 Q3	$4.11M	Buy	89,731 +36,908	+70%	+$1.66M	0.53%	41
2025 Q2	$2.33M	Buy	52,823 +25,213	+91%	+$1.06M	0.47%	46
2025 Q1	$1.14M	Buy	27,610 +13,942	+102%	+$591K	0.36%	49
2024 Q4	$577K	Buy	+13,668	New	+$571K	0.21%	78
2024 Q3	–	Sell	-2,202	Closed	-$88.6K	–	667
2024 Q2	$88.6K	Buy	+2,202	New	+$86.6K	0.05%	163

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

Triad Wealth Partners's PJAN Position: Q2 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 5% in Q2 2026, buying an estimated $332K and bringing the position to 143,967 shares worth $7.21M. The position accounts for 0.43% of the portfolio, ranked #41.

Triad Wealth Partners first reported a position in PJAN in Q2 2024 and has held it in 8 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Triad Wealth Partners held 143,967 shares of Innovator US Equity Power Buffer ETF January worth $7.21M as of Q2 2026.
Triad Wealth Partners bought 6,826 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $332K.
Innovator US Equity Power Buffer ETF January made up 0.43% of Triad Wealth Partners's portfolio in Q2 2026, its #41 holding.
Triad Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2024 and has held it in 8 quarters since.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.