O'Connor Financial Group’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

O'Connor 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
2024 Q4	–	Sell	-32,511	Closed	-$1.34M	–	58
2024 Q3	$1.34M	Buy	32,511 +194	+0.6%	+$7.88K	0.71%	22
2024 Q2	$1.3M	Buy	32,317 +17	+0.1%	+$669	0.76%	24
2024 Q1	$1.26M	Buy	+32,300	New	+$1.23M	0.75%	24

Other funds holding PJAN

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

O'Connor Financial Group's PJAN Position: Q4 2024 in Review

O'Connor Financial Group sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q4 2024, closing a stake of 32,511 shares — an estimated $1.34M sold.

O'Connor Financial Group first reported a position in PJAN in Q1 2024 and held it in 3 quarters. The position peaked at $1.34M in Q3 2024. 223 funds tracked by Wall St. Rank hold PJAN as of Q4 2024.

O'Connor Financial Group reported no remaining Innovator US Equity Power Buffer ETF January position as of Q4 2024 after selling out during the quarter.
O'Connor Financial Group sold 32,511 Innovator US Equity Power Buffer ETF January shares in Q4 2024, an estimated $1.34M.
O'Connor Financial Group first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2024 and held it in 3 quarters.
O'Connor Financial Group's Innovator US Equity Power Buffer ETF January position peaked at $1.34M in Q3 2024.
223 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q4 2024.

Based on O'Connor Financial Group's 13F filing for Q4 2024, filed 6 Jan 2025.