Clear Point Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Clear Point Advisors’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 Q4	–	Sell	-3,784	Closed	-$156K	–	415
2024 Q3	$156K	Hold	3,784	–	–	0.12%	119
2024 Q2	$152K	Hold	3,784	–	–	0.13%	116
2024 Q1	$148K	Hold	3,784	–	–	0.12%	119
2023 Q4	$141K	Buy	+3,784	New	+$136K	0.12%	120

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SEP

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Clear Point Advisors's PJAN Position: Q4 2024 in Review

Clear Point Advisors sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q4 2024, closing a stake of 3,784 shares — an estimated $156K sold.

Clear Point Advisors first reported a position in PJAN in Q4 2023 and held it in 4 quarters. The position peaked at $156K in Q3 2024. 223 funds tracked by Wall St. Rank hold PJAN as of Q4 2024.

Clear Point Advisors reported no remaining Innovator US Equity Power Buffer ETF January position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 3,784 Innovator US Equity Power Buffer ETF January shares in Q4 2024, an estimated $156K.
Clear Point Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Innovator US Equity Power Buffer ETF January position peaked at $156K in Q3 2024.
223 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.