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Fiduciary Alliance’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-1,900
Closed -$66.7K – 719
2023
Q2 		$66.7K Buy
+1,900
New +$64.4K 0.01% 275
2023
Q1 		– Sell
-900
Closed -$28.4K – 659
2022
Q4 		$28.4K Buy
+900
New +$28.1K 0.01% 277

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 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
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiduciary Alliance's PJAN Position: Q3 2023 in Review

Fiduciary Alliance sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q3 2023, closing a stake of 1,900 shares — an estimated $66.7K sold.

Fiduciary Alliance first reported a position in PJAN in Q4 2022 and held it in 2 quarters. The position peaked at $66.7K in Q2 2023. 145 funds tracked by Wall St. Rank hold PJAN as of Q3 2023.

  • Fiduciary Alliance reported no remaining Innovator US Equity Power Buffer ETF January position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 1,900 Innovator US Equity Power Buffer ETF January shares in Q3 2023, an estimated $66.7K.
  • Fiduciary Alliance first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Innovator US Equity Power Buffer ETF January position peaked at $66.7K in Q2 2023.
  • 145 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.