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WealthPlan Investment Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

WealthPlan Investment 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 		$2.29M Sell
46,195
-6,942
-13% -$338K 0.11% 153
2026
Q1 		$2.45M Sell
53,137
-310
-0.6% -$14.6K 0.14% 139
2025
Q4 		$2.51M Buy
53,447
+9,480
+22% +$439K 0.16% 120
2025
Q3 		$2.01M Sell
43,967
-11
-0% -$494 0.13% 130
2025
Q2 		$1.94M Buy
43,978
+250
+0.6% +$10.5K 0.14% 127
2025
Q1 		$1.81M Buy
43,728
+1,744
+4% +$73.9K 0.18% 105
2024
Q4 		$1.77M Buy
41,984
+14,317
+52% +$598K 0.18% 108
2024
Q3 		$1.14M Buy
27,667
+1,383
+5% +$56.2K 0.12% 121
2024
Q2 		$1.06M Sell
26,284
-5,605
-18% -$221K 0.16% 96
2024
Q1 		$1.25M Sell
31,889
-28,151
-47% -$1.07M 0.19% 88
2023
Q4 		$2.24M Sell
60,040
-40,332
-40% -$1.45M 0.36% 69
2023
Q3 		$3.49M Buy
100,372
+22,210
+28% +$784K 0.62% 56
2023
Q2 		$2.74M Sell
78,162
-28,305
-27% -$959K 0.82% 48
2023
Q1 		$3.54M Sell
106,467
-55,113
-34% -$1.79M 0.61% 56
2022
Q4 		$5.34M Buy
161,580
+922
+0.6% +$28.8K 0.37% 70
2022
Q3 		$5.13M Buy
+160,658
New +$4.98M 0.37% 68
2022
Q1 		$5.73M Buy
+184,769
New +$5.96M 0.4% 72

Other funds holding PJAN

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WealthPlan Investment Management's PJAN Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 13% in Q2 2026, selling an estimated $338K and leaving 46,195 shares worth $2.29M. The position accounts for 0.11% of the portfolio, ranked #153.

WealthPlan Investment Management first reported a position in PJAN in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.73M in Q1 2022. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • WealthPlan Investment Management held 46,195 shares of Innovator US Equity Power Buffer ETF January worth $2.29M as of Q2 2026.
  • WealthPlan Investment Management sold 6,942 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $338K.
  • Innovator US Equity Power Buffer ETF January made up 0.11% of WealthPlan Investment Management's portfolio in Q2 2026, its #153 holding.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Innovator US Equity Power Buffer ETF January position peaked at $5.73M in Q1 2022.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.