Fortune Financial Group, Inc. PJAN — INNOVATOR US EQUITY POWER BUFFER ETF

Ownership history in Fortune Financial Group, Inc.  ·  4 quarters on record

AI Ownership Summary

Fortune Financial Group, Inc. reported INNOVATOR US EQUITY POWER BUFFER ETF (PJAN) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 3.54% in 2026 Q3. The latest visible filing shows PJAN at 3.54% 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 Fortune Financial Group, Inc.'s position in INNOVATOR US EQUITY POWER BUFFER ETF, 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
2026 Q3

PJAN was reported at 3.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.54% in 2026 Q3

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

Time in book
Holding Window
2025 Q4 to 2026 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 Fortune Financial Group, Inc. held PJAN — position size vs. price
% of Fund (quarterly)    PJAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 78,249 -2,353 -2.9% 3.54% $4.0M 2026-10-22 $50.91
2026 Q2 REDUCED — — — 80,602 -334 -0.4% 3.12% $4.0M 2026-07-27 $49.58
2026 Q1 ADDED — — — 80,936 +15,325 +23.4% 3.36% $3.7M 2026-04-23 $48.19
2025 Q4 INITIATED — — — 65,611 — — 3.03% $3.1M 2026-02-11 $47.43

FAQ About Fortune Financial Group, Inc. and PJAN

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

How long has Fortune Financial Group, Inc. reported owning PJAN?

Fortune Financial Group, Inc. reported PJAN across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported PJAN position in Fortune Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for PJAN was 3.54% in 2026 Q3.

What is the latest reported PJAN position on this page?

The most recent filing on this page is 2026 Q3, when Fortune Financial Group, Inc. reported 78,249 shares, equal to 3.54% of portfolio, with an estimated market value of $4.0M.

What does the chart on this PJAN ownership page compare?

The chart compares Fortune Financial Group, Inc.'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.

How well did Fortune Financial Group, Inc. time their PJAN position?

Based on 13F filing dates vs. subsequent PJAN price moves, Fortune Financial Group, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PJAN relative to SPY over the holding period was -6.7%.

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