GILL CAPITAL PARTNERS, LLC PJAN — INNOVATOR S&P 500 POWER BUFFER ETF - JANUARY

Ownership history in GILL CAPITAL PARTNERS, LLC  ·  23 quarters on record

AI Ownership Summary

GILL CAPITAL PARTNERS, LLC reported INNOVATOR S&P 500 POWER BUFFER ETF - JANUARY (PJAN) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.68% in 2025 Q1. The latest visible filing shows PJAN at 1.59% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PJAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GILL CAPITAL PARTNERS, LLC's position in INNOVATOR S&P 500 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
2026 Q1

PJAN was reported at 1.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.68% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

PJAN stock page GILL CAPITAL PARTNERS, LLC fund profile GILL CAPITAL PARTNERS, LLC full holdings
How GILL CAPITAL PARTNERS, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 119,887 +8,630 +7.8% 1.59% $5.5M 2026-04-13 $47.56
2025 Q4 ADDED — — — 111,257 +9,258 +9.1% 1.59% $5.2M 2026-02-10 $47.45
2025 Q3 REDUCED 9.4% +2.6% ❌ 101,999 -10,620 -9.4% 1.43% $4.7M 2025-10-27 $46.25
2025 Q2 REDUCED — — — 112,619 -4,024 -3.4% 1.60% $5.0M 2025-07-31 $44.61
2025 Q1 ADDED — — — 116,643 +84,630 +264.4% 1.68% $4.8M 2025-05-09 $41.69
2024 Q4 REDUCED 9.8% -1.9% ✅ 32,013 -3,459 -9.8% 0.48% $1.4M 2025-01-15 $42.51
2024 Q3 REDUCED — — — 35,472 -214 -0.6% 0.52% $1.5M 2024-10-08 $41.27
2024 Q2 REDUCED — — — 35,686 -1,296 -3.5% 0.56% $1.4M 2024-07-10 $40.59
2024 Q1 ADDED — — — 36,982 +21,009 +131.5% 0.58% $1.4M 2024-05-06 $39.11
2023 Q4 REDUCED 87.0% +4.9% ❌ 15,973 -107,305 -87.0% 0.25% $595K 2024-01-08 $37.22
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PJAN

As of 2026 Q1 — sorted by position size

Forty-three Eighteen Advisors, LLC 4.93% Compass Advisory Group LLC 3Y 4.57% BFI Wealth Solutions, LLC 4.42% PERSONAL CFO SOLUTIONS, LLC 3Y 3.85% Hardworking Capital Advisors, LLC 3.56% Southland Equity Partners LLC 3.45% Fortune Financial Group, Inc. 3.36% Range Financial Group LLC 3Y 2.23% Long Island Wealth Management, Inc. 2.22% Bellwether Advisors, LLC 3Y 2.21%

FAQ About GILL CAPITAL PARTNERS, LLC and PJAN

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

How long has GILL CAPITAL PARTNERS, LLC reported owning PJAN?

GILL CAPITAL PARTNERS, LLC reported PJAN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PJAN position in GILL CAPITAL PARTNERS, LLC's portfolio?

The largest reported portfolio weight for PJAN was 1.68% in 2025 Q1.

What is the latest reported PJAN position on this page?

The most recent filing on this page is 2026 Q1, when GILL CAPITAL PARTNERS, LLC reported 119,887 shares, equal to 1.59% of portfolio, with an estimated market value of $5.5M.

What does the chart on this PJAN ownership page compare?

The chart compares GILL CAPITAL PARTNERS, LLC'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 GILL CAPITAL PARTNERS, LLC time their PJAN position?

Based on 13F filing dates vs. subsequent PJAN price moves, GILL CAPITAL PARTNERS, LLC correctly timed 10 out of 21 reported position changes (48%). The annualised alpha on PJAN relative to SPY over the holding period was -4.2%.

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