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HBK Sorce Advisory’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

HBK Sorce Advisory’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
Q1 		– Sell
-60,000
Closed -$64K – 777
2022
Q4 		$64K Buy
60,000
+35,000
+140% +$1.09M ﹤0.01% 713
2022
Q3 		$26K Buy
+25,000
New +$775K ﹤0.01% 552

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 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
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

HBK Sorce Advisory's PJAN Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2023, closing a stake of 60,000 shares — an estimated $64K sold.

HBK Sorce Advisory first reported a position in PJAN in Q3 2022 and held it in 2 quarters. The position peaked at $64K in Q4 2022. 151 funds tracked by Wall St. Rank hold PJAN as of Q1 2023.

  • HBK Sorce Advisory reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 60,000 Innovator US Equity Power Buffer ETF January shares in Q1 2023, an estimated $64K.
  • HBK Sorce Advisory first reported a position in Innovator US Equity Power Buffer ETF January in Q3 2022 and held it in 2 quarters.
  • HBK Sorce Advisory's Innovator US Equity Power Buffer ETF January position peaked at $64K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.