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Coppell Advisory Solutions’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-338
Closed -$14.3K – 1446
2024
Q4 		$14.3K Hold
338
– – ﹤0.01% 991
2024
Q3 		$13.9K Buy
+338
New +$13.7K ﹤0.01% 988

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Coppell Advisory Solutions's PJAN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2025, closing a stake of 338 shares — an estimated $14.3K sold.

Coppell Advisory Solutions first reported a position in PJAN in Q3 2024 and held it in 2 quarters. The position peaked at $14.3K in Q4 2024. 243 funds tracked by Wall St. Rank hold PJAN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 338 Innovator US Equity Power Buffer ETF January shares in Q1 2025, an estimated $14.3K.
  • Coppell Advisory Solutions first reported a position in Innovator US Equity Power Buffer ETF January in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Innovator US Equity Power Buffer ETF January position peaked at $14.3K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.