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Avantax Planning Partners’s
Innovator US Equity Power Buffer ETF January
PJAN
Stock Holding History
Avantax Planning Partners’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
Q4
–
Sell
-8,202
Closed
-$376K
–
456
2025
Q3
$376K
Hold
8,202
–
–
0.01%
311
2025
Q2
$361K
Hold
8,202
–
–
0.01%
316
2025
Q1
$340K
Hold
8,202
–
–
0.01%
314
2024
Q4
$347K
Sell
8,202
-56
-0.7%
-$2.34K
0.01%
309
2024
Q3
$341K
Sell
8,258
-1,402
-15%
-$56.9K
0.01%
312
2024
Q2
$389K
Buy
9,660
+780
+9%
+$30.7K
0.01%
323
2024
Q1
$347K
Buy
+8,880
New
+$339K
0.01%
336
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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