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Lee Financial’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Lee Financial’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
2023
Q4 		– Sell
-45
Closed -$1.57K – 910
2023
Q3 		$1.57K Buy
+45
New +$1.59K ﹤0.01% 734

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lee Financial's PJAN Position: Q4 2023 in Review

Lee Financial sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q4 2023, closing a stake of 45 shares — an estimated $1.57K sold.

Lee Financial first reported a position in PJAN in Q3 2023 and held it in 1 quarter. The position peaked at $1.57K in Q3 2023. 169 funds tracked by Wall St. Rank hold PJAN as of Q4 2023.

  • Lee Financial reported no remaining Innovator US Equity Power Buffer ETF January position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 45 Innovator US Equity Power Buffer ETF January shares in Q4 2023, an estimated $1.57K.
  • Lee Financial first reported a position in Innovator US Equity Power Buffer ETF January in Q3 2023 and held it in 1 quarter.
  • Lee Financial's Innovator US Equity Power Buffer ETF January position peaked at $1.57K in Q3 2023.
  • 169 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.