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Leelyn Smith’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Leelyn Smith’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
Q1 		– Sell
-550
Closed -$17.3K – 331
2022
Q4 		$17.3K Buy
550
+450
+450% +$14K ﹤0.01% 272
2022
Q3 		$3K Buy
+100
New +$3.1K ﹤0.01% 407

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Leelyn Smith's PJAN Position: Q1 2023 in Review

Leelyn Smith sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2023, closing a stake of 550 shares — an estimated $17.3K sold.

Leelyn Smith first reported a position in PJAN in Q3 2022 and held it in 2 quarters. The position peaked at $17.3K in Q4 2022. 151 funds tracked by Wall St. Rank hold PJAN as of Q1 2023.

  • Leelyn Smith reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 550 Innovator US Equity Power Buffer ETF January shares in Q1 2023, an estimated $17.3K.
  • Leelyn Smith first reported a position in Innovator US Equity Power Buffer ETF January in Q3 2022 and held it in 2 quarters.
  • Leelyn Smith's Innovator US Equity Power Buffer ETF January position peaked at $17.3K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.