World Investment Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

World Investment 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	$2.52M	Buy	54,612 +7,817	+17%	+$367K	0.04%	418
2025 Q4	$2.2M	Buy	46,795 +35,578	+317%	+$1.65M	0.04%	444
2025 Q3	$514K	Sell	11,217 -185,342	-94%	-$8.32M	0.01%	773
2025 Q2	$8.66M	Sell	196,559 -3,110	-2%	-$131K	0.2%	117
2025 Q1	$8.28M	Buy	199,669 +109,473	+121%	+$4.64M	0.22%	113
2024 Q4	$3.81M	Buy	+90,196	New	+$3.77M	0.1%	222
2023 Q3	–	Sell	-5,747	Closed	-$202K	–	278
2023 Q2	$202K	Sell	5,747 -80,956	-93%	-$2.74M	0.04%	245
2023 Q1	$2.88M	Buy	+86,703	New	+$2.82M	0.6%	34

Other funds holding PJAN

AllianceBernstein

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

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

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

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

William Blair & Company

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

Commonwealth Equity Services

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

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