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Bouchey Financial Group’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Bouchey Financial Group’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
2022
Q4 		– Sell
-777,621
Closed -$22.9M – 100
2022
Q3 		$22.9M Sell
777,621
-12,090
-2% -$375K 3.35% 12
2022
Q2 		$23.7M Sell
789,711
-9,660
-1% -$300K 3.8% 7
2022
Q1 		$26M Buy
+799,371
New +$25.8M 3.49% 9

Other funds holding PJAN

AllianceBernstein
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Envestnet Asset Management
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Bouchey Financial Group's PJAN Position: Q4 2022 in Review

Bouchey Financial Group sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q4 2022, closing a stake of 777,621 shares — an estimated $22.9M sold.

Bouchey Financial Group first reported a position in PJAN in Q1 2022 and held it in 3 quarters. The position peaked at $26M in Q1 2022. 131 funds tracked by Wall St. Rank hold PJAN as of Q4 2022.

  • Bouchey Financial Group reported no remaining Innovator US Equity Power Buffer ETF January position as of Q4 2022 after selling out during the quarter.
  • Bouchey Financial Group sold 777,621 Innovator US Equity Power Buffer ETF January shares in Q4 2022, an estimated $22.9M.
  • Bouchey Financial Group first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2022 and held it in 3 quarters.
  • Bouchey Financial Group's Innovator US Equity Power Buffer ETF January position peaked at $26M in Q1 2022.
  • 131 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q4 2022.

Based on Bouchey Financial Group's 13F filing for Q4 2022, filed 24 Jan 2023.