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M Holdings Securities’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

M Holdings Securities’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
Q2 		– Sell
-10,865
Closed -$361K – 386
2023
Q1 		$361K Buy
+10,865
New +$354K 0.04% 320

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
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

M Holdings Securities's PJAN Position: Q2 2023 in Review

M Holdings Securities sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2023, closing a stake of 10,865 shares — an estimated $361K sold.

M Holdings Securities first reported a position in PJAN in Q1 2023 and held it in 1 quarter. The position peaked at $361K in Q1 2023. 152 funds tracked by Wall St. Rank hold PJAN as of Q2 2023.

  • M Holdings Securities reported no remaining Innovator US Equity Power Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • M Holdings Securities sold 10,865 Innovator US Equity Power Buffer ETF January shares in Q2 2023, an estimated $361K.
  • M Holdings Securities first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2023 and held it in 1 quarter.
  • M Holdings Securities's Innovator US Equity Power Buffer ETF January position peaked at $361K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2023.

Based on M Holdings Securities's 13F filing for Q2 2023, filed 26 Sep 2023.