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PJAN icon

NewEdge Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

NewEdge Advisors’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
2026
Q1 		$1.9M Buy
41,292
+8,747
+27% +$411K 0.01% 1136
2025
Q4 		$1.53M Sell
32,545
-1,817
-5% -$84.1K 0.01% 1209
2025
Q3 		$1.57M Hold
34,362
– – 0.01% 1144
2025
Q2 		$1.51M Hold
34,362
– – 0.01% 1067
2025
Q1 		$1.42M Sell
34,362
-1,683
-5% -$71.3K 0.01% 1007
2024
Q4 		$1.52M Sell
36,045
-117,417
-77% -$4.91M 0.01% 950
2024
Q3 		$6.34M Sell
153,462
-74,512
-33% -$3.03M 0.04% 397
2024
Q2 		$9.17M Sell
227,974
-11,232
-5% -$442K 0.07% 283
2024
Q1 		$9.36M Buy
239,206
+17,069
+8% +$652K 0.08% 239
2023
Q4 		$8.38M Buy
222,137
+204,999
+1,196% +$7.35M 0.08% 240
2023
Q3 		$596K Hold
17,138
– – 0.01% 1089
2023
Q2 		$602K Sell
17,138
-6,995
-29% -$237K 0.01% 1091
2023
Q1 		$801K Buy
+24,133
New +$786K 0.01% 888

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return