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Financial Gravity Asset Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Financial Gravity Asset Management’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
2021
Q3 		– Sell
-2,051
Closed -$67K – 991
2021
Q2 		$67K Buy
+2,051
New +$65.8K 0.02% 477

Other funds holding PJAN

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

Financial Gravity Asset Management's PJAN Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q3 2021, closing a stake of 2,051 shares — an estimated $67K sold.

Financial Gravity Asset Management first reported a position in PJAN in Q2 2021 and held it in 1 quarter. The position peaked at $67K in Q2 2021. 86 funds tracked by Wall St. Rank hold PJAN as of Q3 2021.

  • Financial Gravity Asset Management reported no remaining Innovator US Equity Power Buffer ETF January position as of Q3 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2,051 Innovator US Equity Power Buffer ETF January shares in Q3 2021, an estimated $67K.
  • Financial Gravity Asset Management first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2021 and held it in 1 quarter.
  • Financial Gravity Asset Management's Innovator US Equity Power Buffer ETF January position peaked at $67K in Q2 2021.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.