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

Visionary 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 Q4	–	Sell	-15,269	Closed	-$531K	–	481
2023 Q3	$531K	Hold	15,269	–	–	0.04%	288
2023 Q2	$536K	Sell	15,269 -200	-1%	-$6.78K	0.04%	287
2023 Q1	$514K	Buy	+15,469	New	+$504K	0.04%	279
2022 Q4	–	Sell	-7,035	Closed	-$207K	–	435
2022 Q3	$207K	Sell	7,035 -100	-1%	-$3.1K	0.02%	365
2022 Q2	$214K	Buy	7,135 +200	+3%	+$6.21K	0.02%	385
2022 Q1	$226K	Buy	+6,935	New	+$224K	0.02%	384

Other funds holding PJAN

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

PCM

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 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

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

SWPG

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

Visionary Wealth Advisors's PJAN Position: Q4 2023 in Review

Visionary Wealth Advisors sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q4 2023, closing a stake of 15,269 shares — an estimated $531K sold.

Visionary Wealth Advisors first reported a position in PJAN in Q1 2022 and held it in 6 quarters. The position peaked at $536K in Q2 2023. 169 funds tracked by Wall St. Rank hold PJAN as of Q4 2023.

Visionary Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF January position as of Q4 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 15,269 Innovator US Equity Power Buffer ETF January shares in Q4 2023, an estimated $531K.
Visionary Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2022 and held it in 6 quarters.
Visionary Wealth Advisors's Innovator US Equity Power Buffer ETF January position peaked at $536K in Q2 2023.
169 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q4 2023.

Based on Visionary Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.