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Milestone Asset Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Milestone Asset 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
2024
Q1 		– Sell
-5,814
Closed -$217K – 172
2023
Q4 		$217K Buy
+5,814
New +$209K 0.07% 78

Other funds holding PJAN

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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Milestone Asset Management's PJAN Position: Q1 2024 in Review

Milestone Asset Management sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2024, closing a stake of 5,814 shares — an estimated $217K sold.

Milestone Asset Management first reported a position in PJAN in Q4 2023 and held it in 1 quarter. The position peaked at $217K in Q4 2023. 219 funds tracked by Wall St. Rank hold PJAN as of Q1 2024.

  • Milestone Asset Management reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2024 after selling out during the quarter.
  • Milestone Asset Management sold 5,814 Innovator US Equity Power Buffer ETF January shares in Q1 2024, an estimated $217K.
  • Milestone Asset Management first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2023 and held it in 1 quarter.
  • Milestone Asset Management's Innovator US Equity Power Buffer ETF January position peaked at $217K in Q4 2023.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2024.

Based on Milestone Asset Management's 13F filing for Q1 2024, filed 23 Apr 2024.