LTFS
PJAN icon

Ladenburg Thalmann Financial Services’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$75K Buy
+2,640
New +$74.3K ﹤0.01% 3234
2019
Q2 		– Sell
-43,882
Closed -$1.19M – 5366
2019
Q1 		$1.18M Buy
+43,882
New +$1.16M 0.01% 1076

Other funds holding PJAN

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PJAN Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services opened a new position in Innovator US Equity Power Buffer ETF January (PJAN) in Q4 2019: 2,640 shares worth $75K. The stake represents ﹤0.01% of the portfolio and ranks #3234 among its holdings. This is a return to the name: Ladenburg Thalmann Financial Services previously reported a position in PJAN as recently as Q1 2019.

Ladenburg Thalmann Financial Services first reported a position in PJAN in Q1 2019 and has held it in 2 quarters since. The position peaked at $1.18M in Q1 2019. 21 funds tracked by Wall St. Rank hold PJAN as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,640 shares of Innovator US Equity Power Buffer ETF January worth $75K as of Q4 2019.
  • Innovator US Equity Power Buffer ETF January was a new Ladenburg Thalmann Financial Services position in Q4 2019.
  • Innovator US Equity Power Buffer ETF January made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3234 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2019 and has held it in 2 quarters since.
  • Ladenburg Thalmann Financial Services's Innovator US Equity Power Buffer ETF January position peaked at $1.18M in Q1 2019.
  • 21 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.