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Brown Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Brown Wealth Management’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
2024
Q2 		– Sell
-101,719
Closed -$3.98M – 93
2024
Q1 		$3.98M Buy
+101,719
New +$3.88M 1.65% 17

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Brown Wealth Management's PJAN Position: Q2 2024 in Review

Brown Wealth Management sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2024, closing a stake of 101,719 shares — an estimated $3.98M sold.

Brown Wealth Management first reported a position in PJAN in Q1 2024 and held it in 1 quarter. The position peaked at $3.98M in Q1 2024. 220 funds tracked by Wall St. Rank hold PJAN as of Q2 2024.

  • Brown Wealth Management reported no remaining Innovator US Equity Power Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Brown Wealth Management sold 101,719 Innovator US Equity Power Buffer ETF January shares in Q2 2024, an estimated $3.98M.
  • Brown Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2024 and held it in 1 quarter.
  • Brown Wealth Management's Innovator US Equity Power Buffer ETF January position peaked at $3.98M in Q1 2024.
  • 220 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2024.

Based on Brown Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.