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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

Other funds holding PJAN

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return

Partnervest Advisory Services's PJAN Position: Q3 2020 in Review

Partnervest Advisory Services held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q3 2020 at 14,310 shares worth $420K. The position accounts for 0.13% of the portfolio, ranked #130.

Partnervest Advisory Services first reported a position in PJAN in Q2 2020 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold PJAN as of Q3 2020.

  • Partnervest Advisory Services held 14,310 shares of Innovator US Equity Power Buffer ETF January worth $420K as of Q3 2020.
  • Partnervest Advisory Services left its Innovator US Equity Power Buffer ETF January share count unchanged in Q3 2020.
  • Innovator US Equity Power Buffer ETF January made up 0.13% of Partnervest Advisory Services's portfolio in Q3 2020, its #130 holding.
  • Partnervest Advisory Services first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2020 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.