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

Pillar Wealth 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
2024 Q3	–	Sell	-7,600	Closed	-$306K	–	44
2024 Q2	$306K	Sell	7,600 -4,568	-38%	-$180K	0.37%	47
2024 Q1	$476K	Buy	12,168 +860	+8%	+$32.8K	0.36%	48
2023 Q4	$421K	Hold	11,308	–	–	0.32%	53
2023 Q3	$393K	Hold	11,308	–	–	0.34%	50
2023 Q2	$397K	Hold	11,308	–	–	0.33%	50
2023 Q1	$376K	Sell	11,308 -16,925	-60%	-$551K	0.37%	45
2022 Q4	$890K	Sell	28,233 -8,717	-24%	-$272K	0.86%	26
2022 Q3	$1.09M	Hold	36,950	–	–	1.08%	19
2022 Q2	$1.11M	Sell	36,950 -8,369	-18%	-$260K	1.13%	21
2022 Q1	$1.48M	Hold	45,319	–	–	1.42%	19
2021 Q4	$1.51M	Buy	+45,319	New	+$1.5M	1.43%	20

Other funds holding PJAN

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RFG

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

SEP

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Pillar Wealth Advisors's PJAN Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q3 2024, closing a stake of 7,600 shares — an estimated $306K sold.

Pillar Wealth Advisors first reported a position in PJAN in Q4 2021 and held it in 11 quarters. The position peaked at $1.51M in Q4 2021. 215 funds tracked by Wall St. Rank hold PJAN as of Q3 2024.

Pillar Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF January position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 7,600 Innovator US Equity Power Buffer ETF January shares in Q3 2024, an estimated $306K.
Pillar Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2021 and held it in 11 quarters.
Pillar Wealth Advisors's Innovator US Equity Power Buffer ETF January position peaked at $1.51M in Q4 2021.
215 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.