PGF
TSJA

Plan Group Financial’s Innovator Triple Stacker ETF - January TSJA Stock Holding History

Plan Group Financial’s Portfolio TSJA Stock Details TSJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,072
Closed -$268K – 95
2023
Q2 		$268K Buy
+1,072
New +$28.1K 0.22% 55

Other funds holding TSJA

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Plan Group Financial's TSJA Position: Q3 2023 in Review

Plan Group Financial sold out of Innovator Triple Stacker ETF - January (TSJA) in Q3 2023, closing a stake of 1,072 shares — an estimated $268K sold.

Plan Group Financial first reported a position in TSJA in Q2 2023 and held it in 1 quarter. The position peaked at $268K in Q2 2023. 5 funds tracked by Wall St. Rank hold TSJA as of Q3 2023.

  • Plan Group Financial reported no remaining Innovator Triple Stacker ETF - January position as of Q3 2023 after selling out during the quarter.
  • Plan Group Financial sold 1,072 Innovator Triple Stacker ETF - January shares in Q3 2023, an estimated $268K.
  • Plan Group Financial first reported a position in Innovator Triple Stacker ETF - January in Q2 2023 and held it in 1 quarter.
  • Plan Group Financial's Innovator Triple Stacker ETF - January position peaked at $268K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Innovator Triple Stacker ETF - January as of Q3 2023.

Based on Plan Group Financial's 13F filing for Q3 2023, filed 13 Nov 2023.