Strategic Wealth Partners Group’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Strategic Wealth Partners 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
2024 Q1	$12.6M	Buy	322,311 +6,623	+2%	+$253K	1.39%	15
2023 Q4	$11.8M	Buy	315,688 +99,177	+46%	+$3.56M	1.48%	14
2023 Q3	$7.53M	Sell	216,511 -569	-0.3%	-$20.1K	1.12%	19
2023 Q2	$7.62M	Sell	217,080 -572	-0.3%	-$19.4K	1.1%	20
2023 Q1	$7.25M	Buy	+217,652	New	+$7.09M	1.19%	18

Other funds holding PJAN

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

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

PCM

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Strategic Wealth Partners Group's PJAN Position: Q1 2024 in Review

Strategic Wealth Partners Group increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 2.1% in Q1 2024, buying an estimated $253K and bringing the position to 322,311 shares worth $12.6M. The position accounts for 1.39% of the portfolio, ranked #15.

Strategic Wealth Partners Group first reported a position in PJAN in Q1 2023 and has held it in 5 quarters since. 219 funds tracked by Wall St. Rank hold PJAN as of Q1 2024.

Strategic Wealth Partners Group held 322,311 shares of Innovator US Equity Power Buffer ETF January worth $12.6M as of Q1 2024.
Strategic Wealth Partners Group bought 6,623 Innovator US Equity Power Buffer ETF January shares in Q1 2024, an estimated $253K.
Innovator US Equity Power Buffer ETF January made up 1.39% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #15 holding.
Strategic Wealth Partners Group first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2023 and has held it in 5 quarters since.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.