U.S. Capital Wealth Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$1.55M	Buy	33,493 +1,424	+4%	+$66.9K	0.04%	404
2025 Q4	$1.51M	Sell	32,069 -1,083	-3%	-$50.1K	0.04%	395
2025 Q3	$1.52M	Sell	33,152 -2,170	-6%	-$97.4K	0.04%	389
2025 Q2	$1.56M	Sell	35,322 -755	-2%	-$31.7K	0.05%	346
2025 Q1	$1.5M	Buy	36,077 +2,101	+6%	+$89.1K	0.05%	348
2024 Q4	$1.44M	Buy	33,976 +1,850	+6%	+$77.3K	0.04%	362
2024 Q3	$1.33M	Sell	32,126 -2,870	-8%	-$117K	0.05%	325
2024 Q2	$1.41M	Sell	34,996 -1,736	-5%	-$68.3K	0.05%	301
2024 Q1	$1.44M	Buy	36,732 +25,715	+233%	+$982K	0.06%	279
2023 Q4	$410K	Buy	+11,017	New	+$395K	0.02%	488
2023 Q1	–	Sell	-629	Closed	-$19.8K	–	1272
2022 Q4	$19.8K	Buy	+629	New	+$19.6K	﹤0.01%	1107

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

U.S. Capital Wealth Advisors's PJAN Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 4.4% in Q1 2026, buying an estimated $66.9K and bringing the position to 33,493 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #404.

U.S. Capital Wealth Advisors first reported a position in PJAN in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.56M in Q2 2025. 284 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

U.S. Capital Wealth Advisors held 33,493 shares of Innovator US Equity Power Buffer ETF January worth $1.55M as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,424 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $66.9K.
Innovator US Equity Power Buffer ETF January made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #404 holding.
U.S. Capital Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2022 and has held it in 11 quarters since.
U.S. Capital Wealth Advisors's Innovator US Equity Power Buffer ETF January position peaked at $1.56M in Q2 2025.
284 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.