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Institutional & Family Asset Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Institutional & Family 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
Q1 		– Sell
-2,250
Closed -$69K – 982
2020
Q4 		$69K Buy
+2,250
New +$67.3K 0.01% 287

Other funds holding PJAN

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Institutional & Family Asset Management's PJAN Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2021, closing a stake of 2,250 shares — an estimated $69K sold.

Institutional & Family Asset Management first reported a position in PJAN in Q4 2020 and held it in 1 quarter. The position peaked at $69K in Q4 2020. 98 funds tracked by Wall St. Rank hold PJAN as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 2,250 Innovator US Equity Power Buffer ETF January shares in Q1 2021, an estimated $69K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's Innovator US Equity Power Buffer ETF January position peaked at $69K in Q4 2020.
  • 98 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.