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Caldwell Trust’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Caldwell Trust’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
Q3
– Sell
-158
Closed -$6.96K – 765
2025
Q2
$6.96K Hold
158
– – ﹤0.01% 666
2025
Q1
$6.55K Hold
158
– – ﹤0.01% 671
2024
Q4
$6.68K Hold
158
– – ﹤0.01% 639
2024
Q3
$6.53K Hold
158
– – ﹤0.01% 637
2024
Q2
$6.36K Hold
158
– – ﹤0.01% 636
2024
Q1
$6.18K Hold
158
– – ﹤0.01% 648
2023
Q4
$5.88K Buy
+158
New +$5.67K ﹤0.01% 639

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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
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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