James T. Borello RIA’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

James T. Borello RIA’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 Q3	$1.32M	Hold	25,968	–	–	0.27%	44
2026 Q2	$1.29M	Buy	25,968 +777	+3%	+$37.8K	0.28%	46
2026 Q1	$1.16M	Buy	25,191 +3,995	+19%	+$188K	0.29%	43
2025 Q4	$997K	Sell	21,196 -581	-3%	-$26.9K	0.26%	47
2025 Q3	$997K	Sell	21,777 -199	-0.9%	-$8.93K	0.27%	44
2025 Q2	$968K	Buy	21,976 +1,426	+7%	+$59.9K	0.28%	43
2025 Q1	$852K	Hold	20,550	–	–	0.27%	42
2024 Q4	$868K	Buy	20,550 +1,183	+6%	+$49.4K	0.32%	41
2024 Q3	$800K	Hold	19,367	–	–	0.33%	37
2024 Q2	$779K	Sell	19,367 -2,996	-13%	-$118K	0.35%	36
2024 Q1	$875K	Buy	22,363 +1,895	+9%	+$72.3K	0.4%	34
2023 Q4	$762K	Buy	+20,468	New	+$734K	0.62%	26

Other funds holding PJAN

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

James T. Borello RIA's PJAN Position: Q3 2026 in Review

James T. Borello RIA held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q3 2026 at 25,968 shares worth $1.32M. The position accounts for 0.27% of the portfolio, ranked #44.

James T. Borello RIA first reported a position in PJAN in Q4 2023 and has held it in 12 quarters since. 85 funds tracked by Wall St. Rank hold PJAN as of Q3 2026.

James T. Borello RIA held 25,968 shares of Innovator US Equity Power Buffer ETF January worth $1.32M as of Q3 2026.
James T. Borello RIA left its Innovator US Equity Power Buffer ETF January share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF January made up 0.27% of James T. Borello RIA's portfolio in Q3 2026, its #44 holding.
James T. Borello RIA first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2023 and has held it in 12 quarters since.
85 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.