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

Northeast Financial Group’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
2025
Q2 		– Sell
-5,047
Closed -$209K – 99
2025
Q1 		$209K Buy
+5,047
New +$214K 0.07% 85

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PCM
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

Northeast Financial Group's PJAN Position: Q2 2025 in Review

Northeast Financial Group sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2025, closing a stake of 5,047 shares — an estimated $209K sold.

Northeast Financial Group first reported a position in PJAN in Q1 2025 and held it in 1 quarter. The position peaked at $209K in Q1 2025. 246 funds tracked by Wall St. Rank hold PJAN as of Q2 2025.

  • Northeast Financial Group reported no remaining Innovator US Equity Power Buffer ETF January position as of Q2 2025 after selling out during the quarter.
  • Northeast Financial Group sold 5,047 Innovator US Equity Power Buffer ETF January shares in Q2 2025, an estimated $209K.
  • Northeast Financial Group first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2025 and held it in 1 quarter.
  • Northeast Financial Group's Innovator US Equity Power Buffer ETF January position peaked at $209K in Q1 2025.
  • 246 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2025.

Based on Northeast Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.