Sutton Wealth Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Sutton Wealth 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
2023 Q3	$239K	Hold	6,868	–	–	0.12%	94
2023 Q2	$241K	Hold	6,868	–	–	0.12%	92
2023 Q1	$228K	Sell	6,868 -587	-8%	-$19.1K	0.12%	92
2022 Q4	$235K	Hold	7,455	–	–	0.09%	154
2022 Q3	$219K	Sell	7,455 -25	-0.3%	-$775	0.09%	160
2022 Q2	$225K	Hold	7,480	–	–	0.09%	154
2022 Q1	$244K	Buy	7,480 +4,319	+137%	+$139K	0.08%	160
2021 Q4	$105K	Buy	3,161 +1,050	+50%	+$34.7K	0.04%	252
2021 Q3	$68.9K	Hold	2,111	–	–	0.03%	313
2021 Q2	$68.5K	Hold	2,111	–	–	0.03%	326
2021 Q1	$66.6K	Buy	+2,111	New	+$65.3K	0.03%	316

Other funds holding PJAN

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

PCM

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

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

SEP

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

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

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

Sutton Wealth Advisors's PJAN Position: Q3 2023 in Review

Sutton Wealth Advisors held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q3 2023 at 6,868 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #94.

Sutton Wealth Advisors first reported a position in PJAN in Q1 2021 and has held it in 11 quarters since. The position peaked at $244K in Q1 2022. 145 funds tracked by Wall St. Rank hold PJAN as of Q3 2023.

Sutton Wealth Advisors held 6,868 shares of Innovator US Equity Power Buffer ETF January worth $239K as of Q3 2023.
Sutton Wealth Advisors left its Innovator US Equity Power Buffer ETF January share count unchanged in Q3 2023.
Innovator US Equity Power Buffer ETF January made up 0.12% of Sutton Wealth Advisors's portfolio in Q3 2023, its #94 holding.
Sutton Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2021 and has held it in 11 quarters since.
Sutton Wealth Advisors's Innovator US Equity Power Buffer ETF January position peaked at $244K in Q1 2022.
145 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.