Better Money Decisions’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Better Money Decisions’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	-21,682	Closed	-$683K	–	69
2022 Q4	$683K	Hold	21,682	–	–	0.59%	32
2022 Q3	$638K	Sell	21,682 -349	-2%	-$10.8K	0.62%	30
2022 Q2	$662K	Hold	22,031	–	–	0.56%	30
2022 Q1	$718K	Buy	22,031 +420	+2%	+$13.5K	0.67%	28
2021 Q4	$719K	Hold	21,611	–	–	0.61%	31
2021 Q3	$706K	Hold	21,611	–	–	0.58%	31
2021 Q2	$701K	Hold	21,611	–	–	0.63%	27
2021 Q1	$682K	Buy	+21,611	New	+$669K	0.7%	24

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

Better Money Decisions's PJAN Position: Q1 2023 in Review

Better Money Decisions sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2023, closing a stake of 21,682 shares — an estimated $683K sold.

Better Money Decisions first reported a position in PJAN in Q1 2021 and held it in 8 quarters. The position peaked at $719K in Q4 2021. 151 funds tracked by Wall St. Rank hold PJAN as of Q1 2023.

Better Money Decisions reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2023 after selling out during the quarter.
Better Money Decisions sold 21,682 Innovator US Equity Power Buffer ETF January shares in Q1 2023, an estimated $683K.
Better Money Decisions first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2021 and held it in 8 quarters.
Better Money Decisions's Innovator US Equity Power Buffer ETF January position peaked at $719K in Q4 2021.
151 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2023.

Based on Better Money Decisions's 13F filing for Q1 2023, filed 3 May 2023.