Simon Quick Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Simon Quick 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
2022 Q2	–	Sell	-690	Closed	-$22K	–	337
2022 Q1	$22K	Hold	690	–	–	0.01%	272
2021 Q4	$23K	Hold	690	–	–	0.01%	279
2021 Q3	$22K	Hold	690	–	–	0.01%	308
2021 Q2	$22K	Hold	690	–	–	0.01%	327
2021 Q1	$21K	Hold	690	–	–	0.01%	348
2020 Q4	$21K	Buy	+690	New	+$20.7K	0.01%	328

Other funds holding PJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SEP

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Simon Quick Advisors's PJAN Position: Q2 2022 in Review

Simon Quick Advisors sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2022, closing a stake of 690 shares — an estimated $22K sold.

Simon Quick Advisors first reported a position in PJAN in Q4 2020 and held it in 6 quarters. The position peaked at $23K in Q4 2021. 129 funds tracked by Wall St. Rank hold PJAN as of Q2 2022.

Simon Quick Advisors reported no remaining Innovator US Equity Power Buffer ETF January position as of Q2 2022 after selling out during the quarter.
Simon Quick Advisors sold 690 Innovator US Equity Power Buffer ETF January shares in Q2 2022, an estimated $22K.
Simon Quick Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2020 and held it in 6 quarters.
Simon Quick Advisors's Innovator US Equity Power Buffer ETF January position peaked at $23K in Q4 2021.
129 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.