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Castleview Partners’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Castleview 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
2024
Q2 		– Sell
-401
Closed -$15.7K – 988
2024
Q1 		$15.7K Hold
401
– – 0.01% 495
2023
Q4 		$14.9K Buy
+401
New +$14.4K 0.01% 463

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RJFSA
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Envestnet Asset Management
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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
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RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Castleview Partners's PJAN Position: Q2 2024 in Review

Castleview Partners sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2024, closing a stake of 401 shares — an estimated $15.7K sold.

Castleview Partners first reported a position in PJAN in Q4 2023 and held it in 2 quarters. The position peaked at $15.7K in Q1 2024. 220 funds tracked by Wall St. Rank hold PJAN as of Q2 2024.

  • Castleview Partners reported no remaining Innovator US Equity Power Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Castleview Partners sold 401 Innovator US Equity Power Buffer ETF January shares in Q2 2024, an estimated $15.7K.
  • Castleview Partners first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2023 and held it in 2 quarters.
  • Castleview Partners's Innovator US Equity Power Buffer ETF January position peaked at $15.7K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2024.

Based on Castleview Partners's 13F filing for Q2 2024, filed 31 Jul 2024.