Cardinal Point Wealth Management Partners’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Cardinal Point Wealth Management 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
2023 Q1	$529K	Hold	15,940	–	–	0.16%	50
2022 Q4	$502K	Buy	+15,940	New	+$497K	0.17%	43

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

Cardinal Point Wealth Management Partners's PJAN Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q1 2023 at 15,940 shares worth $529K. The position accounts for 0.16% of the portfolio, ranked #50.

Cardinal Point Wealth Management Partners first reported a position in PJAN in Q4 2022 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold PJAN as of Q1 2023.

Cardinal Point Wealth Management Partners held 15,940 shares of Innovator US Equity Power Buffer ETF January worth $529K as of Q1 2023.
Cardinal Point Wealth Management Partners left its Innovator US Equity Power Buffer ETF January share count unchanged in Q1 2023.
Innovator US Equity Power Buffer ETF January made up 0.16% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #50 holding.
Cardinal Point Wealth Management Partners first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2022 and has held it in 2 quarters since.
151 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.