Alaska Wealth Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Alaska Wealth Advisors’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
2023 Q1	–	Sell	-7,502	Closed	-$236K	–	111
2022 Q4	$236K	Hold	7,502	–	–	0.04%	53
2022 Q3	$221K	Hold	7,502	–	–	0.04%	54
2022 Q2	$225K	Hold	7,502	–	–	0.05%	50
2022 Q1	$244K	Buy	+7,502	New	+$242K	0.04%	49

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Alaska Wealth Advisors's PJAN Position: Q1 2023 in Review

Alaska Wealth Advisors sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2023, closing a stake of 7,502 shares — an estimated $236K sold.

Alaska Wealth Advisors first reported a position in PJAN in Q1 2022 and held it in 4 quarters. The position peaked at $244K in Q1 2022. 151 funds tracked by Wall St. Rank hold PJAN as of Q1 2023.

Alaska Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2023 after selling out during the quarter.
Alaska Wealth Advisors sold 7,502 Innovator US Equity Power Buffer ETF January shares in Q1 2023, an estimated $236K.
Alaska Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2022 and held it in 4 quarters.
Alaska Wealth Advisors's Innovator US Equity Power Buffer ETF January position peaked at $244K in Q1 2022.
151 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2023.

Based on Alaska Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.