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FormulaFolio Investments’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-43,678
Closed -$1.24M – 350
2019
Q4 		$1.24M Buy
+43,678
New +$1.23M 0.04% 151

Other funds holding PJAN

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

FormulaFolio Investments's PJAN Position: Q1 2020 in Review

FormulaFolio Investments sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2020, closing a stake of 43,678 shares — an estimated $1.24M sold.

FormulaFolio Investments first reported a position in PJAN in Q4 2019 and held it in 1 quarter. The position peaked at $1.24M in Q4 2019. 44 funds tracked by Wall St. Rank hold PJAN as of Q1 2020.

  • FormulaFolio Investments reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 43,678 Innovator US Equity Power Buffer ETF January shares in Q1 2020, an estimated $1.24M.
  • FormulaFolio Investments first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2019 and held it in 1 quarter.
  • FormulaFolio Investments's Innovator US Equity Power Buffer ETF January position peaked at $1.24M in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2020.

Based on FormulaFolio Investments's 13F filing for Q1 2020, filed 14 May 2020.