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Alliance Wealth Advisors (Pennsylvania)’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
Q2 		– Sell
-11,100
Closed -$369K – 129
2023
Q1 		$369K Buy
+11,100
New +$361K 0.28% 71

Other funds holding PJAN

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LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Commonwealth Equity Services
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
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s PJAN Position: Q2 2023 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2023, closing a stake of 11,100 shares — an estimated $369K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in PJAN in Q1 2023 and held it in 1 quarter. The position peaked at $369K in Q1 2023. 152 funds tracked by Wall St. Rank hold PJAN as of Q2 2023.

  • Alliance Wealth Advisors (Pennsylvania) reported no remaining Innovator US Equity Power Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Pennsylvania) sold 11,100 Innovator US Equity Power Buffer ETF January shares in Q2 2023, an estimated $369K.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2023 and held it in 1 quarter.
  • Alliance Wealth Advisors (Pennsylvania)'s Innovator US Equity Power Buffer ETF January position peaked at $369K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2023.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2023, filed 24 Jul 2023.