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Denver PWM’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Denver PWM’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
2020
Q2 		– Sell
-61,484
Closed -$1.5M – 79
2020
Q1 		$1.5M Buy
61,484
+3,902
+7% +$107K 1.1% 28
2019
Q4 		$1.64M Buy
+57,582
New +$1.62M 0.95% 29

Other funds holding PJAN

WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Denver PWM's PJAN Position: Q2 2020 in Review

Denver PWM sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2020, closing a stake of 61,484 shares — an estimated $1.5M sold.

Denver PWM first reported a position in PJAN in Q4 2019 and held it in 2 quarters. The position peaked at $1.64M in Q4 2019. 56 funds tracked by Wall St. Rank hold PJAN as of Q2 2020.

  • Denver PWM reported no remaining Innovator US Equity Power Buffer ETF January position as of Q2 2020 after selling out during the quarter.
  • Denver PWM sold 61,484 Innovator US Equity Power Buffer ETF January shares in Q2 2020, an estimated $1.5M.
  • Denver PWM first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2019 and held it in 2 quarters.
  • Denver PWM's Innovator US Equity Power Buffer ETF January position peaked at $1.64M in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2020.

Based on Denver PWM's 13F filing for Q2 2020, filed 15 Jul 2020.