AG
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Advisor Group’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Advisor Group’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
2019
Q4 		$13.9M Sell
491,119
-26,180
-5% -$737K 0.1% 192
2019
Q3 		$14.4M Buy
517,299
+8,046
+2% +$222K 0.11% 180
2019
Q2 		$14M Sell
509,253
-11,121
-2% -$303K 0.11% 169
2019
Q1 		$14M Buy
+520,374
New +$13.7M 0.12% 157

Other funds holding PJAN

WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $405M AUM 24.26% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $517M AUM 17.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return