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Jacobi Capital Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Jacobi Capital 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
2025
Q1 		– Sell
-5,004
Closed -$211K – 580
2024
Q4 		$211K Hold
5,004
– – 0.02% 549
2024
Q3 		$207K Buy
+5,004
New +$203K 0.02% 543

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BCM
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Raymond James Financial
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Jacobi Capital Management's PJAN Position: Q1 2025 in Review

Jacobi Capital Management sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2025, closing a stake of 5,004 shares — an estimated $211K sold.

Jacobi Capital Management first reported a position in PJAN in Q3 2024 and held it in 2 quarters. The position peaked at $211K in Q4 2024. 243 funds tracked by Wall St. Rank hold PJAN as of Q1 2025.

  • Jacobi Capital Management reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Jacobi Capital Management sold 5,004 Innovator US Equity Power Buffer ETF January shares in Q1 2025, an estimated $211K.
  • Jacobi Capital Management first reported a position in Innovator US Equity Power Buffer ETF January in Q3 2024 and held it in 2 quarters.
  • Jacobi Capital Management's Innovator US Equity Power Buffer ETF January position peaked at $211K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2025.

Based on Jacobi Capital Management's 13F filing for Q1 2025, filed 27 May 2025.