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Waterloo Capital’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Waterloo Capital’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 		– Sell
-4,304
Closed -$202K – 515
2025
Q4 		$202K Buy
+4,304
New +$199K 0.01% 449

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
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

Waterloo Capital's PJAN Position: Q1 2026 in Review

Waterloo Capital sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2026, closing a stake of 4,304 shares — an estimated $202K sold.

Waterloo Capital first reported a position in PJAN in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 284 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

  • Waterloo Capital reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2026 after selling out during the quarter.
  • Waterloo Capital sold 4,304 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $202K.
  • Waterloo Capital first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2025 and held it in 1 quarter.
  • Waterloo Capital's Innovator US Equity Power Buffer ETF January position peaked at $202K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.