Wood Tarver Financial Group’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Wood Tarver Financial Group’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	$578K	Buy	12,534 +766	+7%	+$36K	0.16%	84
2025 Q4	$553K	Sell	11,768 -126	-1%	-$5.83K	0.16%	88
2025 Q3	$544K	Sell	11,894 -78	-0.7%	-$3.5K	0.16%	84
2025 Q2	$527K	Buy	11,972 +9,010	+304%	+$378K	0.16%	80
2025 Q1	$123K	Sell	2,962 -4,975	-63%	-$211K	0.04%	169
2024 Q4	$335K	Buy	+7,937	New	+$332K	0.11%	103

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Wood Tarver Financial Group's PJAN Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 6.5% in Q1 2026, buying an estimated $36K and bringing the position to 12,534 shares worth $578K. The position accounts for 0.16% of the portfolio, ranked #84.

Wood Tarver Financial Group first reported a position in PJAN in Q4 2024 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

Wood Tarver Financial Group held 12,534 shares of Innovator US Equity Power Buffer ETF January worth $578K as of Q1 2026.
Wood Tarver Financial Group bought 766 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $36K.
Innovator US Equity Power Buffer ETF January made up 0.16% of Wood Tarver Financial Group's portfolio in Q1 2026, its #84 holding.
Wood Tarver Financial Group first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2024 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.