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

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

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

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

Commonwealth Equity Services

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

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

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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