Number of Shares
269,059.00
Current Holdings Value*
$11.16 Mil
% of Portfolio
2.33%
Total Estimate Gain
$2.82 Mil
% of Total Estimate Gain
28.89%

Bellwether Advisors, LLC's Innovator U.S. Equity Power Buffer ETF - January Holding Summary

As of 2025-03-31, Bellwether Advisors, LLC held 269,059.00 shares of Innovator U.S. Equity Power Buffer ETF - January(PJAN), totaling $11.16 Mil. This investment constitutes 2.33% of their stock portfolio, and Bellwether Advisors, LLC now holds 0.91% of the outstanding Innovator U.S. Equity Power Buffer ETF - January(PJAN) stock.

The initial trade took place in 2021Q2. And since then Bellwether Advisors, LLC has made 9 purchases of PJAN, at an average price of $34.06, for a total of 286,164.00 shares. In addition, there have been 7 sales at an average price of $38.51 for 17,105.00 shares. Based on historical transaction data and PJAN's current price of $44.24, Bellwether Advisors, LLC's estimated gain on his PJAN holdings is $2.82 Mil, reflecting a 28.89% gain to date.

Bellwether Advisors, LLC PJAN ($44.24) Holding Chart

Bellwether Advisors, LLC PJAN ($44.24) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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