SFSG
PJAN icon

Stearns Financial Services Group’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Stearns Financial Services Group’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 		$840K Buy
28,636
+26,483
+1,230% +$767K 0.13% 72
2020
Q2 		$60K Sell
2,153
-21,155
-91% -$572K 0.01% 156
2020
Q1 		$584K Buy
+23,308
New +$639K 0.1% 84

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

Stearns Financial Services Group's PJAN Position: Q3 2020 in Review

Stearns Financial Services Group increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 1,230% in Q3 2020, buying an estimated $767K and bringing the position to 28,636 shares worth $840K. The position accounts for 0.13% of the portfolio, ranked #72.

Stearns Financial Services Group first reported a position in PJAN in Q1 2020 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold PJAN as of Q3 2020.

  • Stearns Financial Services Group held 28,636 shares of Innovator US Equity Power Buffer ETF January worth $840K as of Q3 2020.
  • Stearns Financial Services Group bought 26,483 Innovator US Equity Power Buffer ETF January shares in Q3 2020, an estimated $767K.
  • Innovator US Equity Power Buffer ETF January made up 0.13% of Stearns Financial Services Group's portfolio in Q3 2020, its #72 holding.
  • Stearns Financial Services Group first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2020 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.