FIDUCIARY FINANCIAL GROUP, LLC PJAN INNOVATOR ETFS TRUST

Ownership history in FIDUCIARY FINANCIAL GROUP, LLC  ·  9 quarters on record

AI Ownership Summary

FIDUCIARY FINANCIAL GROUP, LLC reported INNOVATOR ETFS TRUST (PJAN) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.08% in 2024 Q2. The latest visible filing shows PJAN at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PJAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIDUCIARY FINANCIAL GROUP, LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PJAN was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIDUCIARY FINANCIAL GROUP, LLC held PJAN — position size vs. price
% of Fund (quarterly)    PJAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 8,432 0% 0.05% $417K 2026-07-10 $49.83
2026 Q1 UNCHANGED 8,432 0% 0.05% $389K 2026-04-13 $47.56
2025 Q4 UNCHANGED 8,432 0% 0.06% $396K 2026-01-12 $47.48
2025 Q3 UNCHANGED 8,432 0% 0.06% $386K 2025-10-10 $45.42
2025 Q2 UNCHANGED 8,432 0% 0.07% $371K 2025-07-03 $44.19
2025 Q1 UNCHANGED 8,432 0% 0.07% $337K 2025-04-15 $40.52
2024 Q4 UNCHANGED 8,432 0% 0.08% $354K 2025-01-14 $42.11
2024 Q3 UNCHANGED 8,432 0% 0.08% $348K 2024-10-10 $41.40
2024 Q2 INITIATED 8,432 0.08% $343K 2024-07-18 $40.50

FAQ About FIDUCIARY FINANCIAL GROUP, LLC and PJAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIDUCIARY FINANCIAL GROUP, LLC reported owning PJAN?

FIDUCIARY FINANCIAL GROUP, LLC reported PJAN across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported PJAN position in FIDUCIARY FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for PJAN was 0.08% in 2024 Q2.

What is the latest reported PJAN position on this page?

The most recent filing on this page is 2026 Q2, when FIDUCIARY FINANCIAL GROUP, LLC reported 8,432 shares, equal to 0.05% of portfolio, with an estimated market value of $417K.

What does the chart on this PJAN ownership page compare?

The chart compares FIDUCIARY FINANCIAL GROUP, LLC's quarterly PJAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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