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HM Payson & Co’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

HM Payson & Co’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
2024
Q4 		– Sell
-94
Closed -$3.88K – 1128
2024
Q3 		$3.88K Hold
94
– – ﹤0.01% 915
2024
Q2 		$3.78K Buy
+94
New +$3.7K ﹤0.01% 906

Other funds holding PJAN

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

HM Payson & Co's PJAN Position: Q4 2024 in Review

HM Payson & Co sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q4 2024, closing a stake of 94 shares — an estimated $3.88K sold.

HM Payson & Co first reported a position in PJAN in Q2 2024 and held it in 2 quarters. The position peaked at $3.88K in Q3 2024. 223 funds tracked by Wall St. Rank hold PJAN as of Q4 2024.

  • HM Payson & Co reported no remaining Innovator US Equity Power Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • HM Payson & Co sold 94 Innovator US Equity Power Buffer ETF January shares in Q4 2024, an estimated $3.88K.
  • HM Payson & Co first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2024 and held it in 2 quarters.
  • HM Payson & Co's Innovator US Equity Power Buffer ETF January position peaked at $3.88K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.