PJAN β€” INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY

Ownership history in Certified Advisory Corp  Β·  7 quarters on record

AI Ownership Summary

Certified Advisory Corp reported INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY (PJAN) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.27% in 2024 Q1. The latest visible filing shows PJAN at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PJAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Certified Advisory Corp's position in INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PJAN was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Certified Advisory Corp held PJAN β€” position size vs. price
% of Fund (quarterly)    PJAN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 10,741 -3,041 -22.1% 0.05% $492K 2025-11-13 $46.10
2025 Q2 REDUCED 13,782 -115 -0.8% 0.06% $607K 2025-08-14 $45.05
2025 Q1 REDUCED 13,897 -2,132 -13.3% 0.07% $576K 2025-05-08 $41.70
2024 Q4 REDUCED 16,029 -32,965 -67.3% 0.07% $677K 2025-01-15 $42.51
2024 Q3 REDUCED 48,994 -260 -0.5% 0.22% $2.0M 2024-11-12 $41.83
2024 Q2 REDUCED 49,254 -507 -1.0% 0.25% $2.0M 2024-08-13 $40.38
2024 Q1 INITIATED 49,761 β€” β€” 0.27% $1.9M 2024-05-10 $39.28

FAQ About Certified Advisory Corp and PJAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Certified Advisory Corp reported owning PJAN?

Certified Advisory Corp reported PJAN across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported PJAN position in Certified Advisory Corp's portfolio?

The largest reported portfolio weight for PJAN was 0.27% in 2024 Q1.

What is the latest reported PJAN position on this page?

The most recent filing on this page is 2025 Q3, when Certified Advisory Corp reported 10,741 shares, equal to 0.05% of portfolio, with an estimated market value of $492K.

What does the chart on this PJAN ownership page compare?

The chart compares Certified Advisory Corp's quarterly PJAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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