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Kestra Investment Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Kestra Investment 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
-2,100
Closed -$88.7K – 1281
2024
Q4 		$88.7K Buy
+2,100
New +$87.7K ﹤0.01% 454

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Kestra Investment Management's PJAN Position: Q1 2025 in Review

Kestra Investment Management sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2025, closing a stake of 2,100 shares — an estimated $88.7K sold.

Kestra Investment Management first reported a position in PJAN in Q4 2024 and held it in 1 quarter. The position peaked at $88.7K in Q4 2024. 242 funds tracked by Wall St. Rank hold PJAN as of Q1 2025.

  • Kestra Investment Management reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 2,100 Innovator US Equity Power Buffer ETF January shares in Q1 2025, an estimated $88.7K.
  • Kestra Investment Management first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Innovator US Equity Power Buffer ETF January position peaked at $88.7K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.