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Relaxing Retirement Coach’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Relaxing Retirement Coach’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
2023
Q2 		$348K Hold
9,924
– – 0.1% 58
2023
Q1 		$330K Buy
+9,924
New +$323K 0.11% 52

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Relaxing Retirement Coach's PJAN Position: Q2 2023 in Review

Relaxing Retirement Coach held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2023 at 9,924 shares worth $348K. The position accounts for 0.1% of the portfolio, ranked #58.

Relaxing Retirement Coach first reported a position in PJAN in Q1 2023 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold PJAN as of Q2 2023.

  • Relaxing Retirement Coach held 9,924 shares of Innovator US Equity Power Buffer ETF January worth $348K as of Q2 2023.
  • Relaxing Retirement Coach left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2023.
  • Innovator US Equity Power Buffer ETF January made up 0.1% of Relaxing Retirement Coach's portfolio in Q2 2023, its #58 holding.
  • Relaxing Retirement Coach first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2023 and has held it in 2 quarters since.
  • 152 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.