AIA
PJAN icon

AssuredPartners Investment Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

AssuredPartners Investment 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
2025
Q2 		– Sell
-8,805
Closed -$365K – 306
2025
Q1 		$365K Sell
8,805
-348
-4% -$14.8K 0.07% 245
2024
Q4 		$387K Buy
+9,153
New +$382K 0.08% 238

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

AssuredPartners Investment Advisors's PJAN Position: Q2 2025 in Review

AssuredPartners Investment Advisors sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2025, closing a stake of 8,805 shares — an estimated $365K sold.

AssuredPartners Investment Advisors first reported a position in PJAN in Q4 2024 and held it in 2 quarters. The position peaked at $387K in Q4 2024. 246 funds tracked by Wall St. Rank hold PJAN as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF January position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 8,805 Innovator US Equity Power Buffer ETF January shares in Q2 2025, an estimated $365K.
  • AssuredPartners Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2024 and held it in 2 quarters.
  • AssuredPartners Investment Advisors's Innovator US Equity Power Buffer ETF January position peaked at $387K in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.