Partnervest Advisory Services’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Partnervest Advisory Services’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
2020 Q3	$420K	Hold	14,310	–	–	0.13%	130
2020 Q2	$401K	Buy	+14,310	New	+$387K	0.15%	111

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Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $517M AUM 17.96% 1-Year Est. Return

MML Investors Services

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

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return