SEC 13F Intelligence

Compass Advisory Group LLC / PJAN

Compass Advisory Group LLC’s Innovator Etfs Trust Position

Does Compass Advisory Group LLC own Innovator Etfs Trust (PJAN)? Yes370.6K shares worth $17M (+4.57% of its 13F portfolio) as of Q1 2026, up from 68.3K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
370.6K
% of Portfolio
+4.57%
Quarters Held
21
currently held

Position History PJAN

Reported value by quarter
Q1 ’21: $16MQ1 ’21Q2 ’21: $4MQ3 ’21: $3MQ4 ’21: $17MQ4 ’21Q1 ’22: $18MQ2 ’22: $4MQ3 ’22: $3MQ3 ’22Q4 ’22: $9MQ1 ’23: $13MQ2 ’23: $15MQ2 ’23Q3 ’23: $4MQ4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026370.6K$17M+4.57%
Q4 202568.3K$3M+0.87%
Q3 202572.9K$3M+0.94%
Q2 202572.9K$3M+1.02%
Q1 202565.5K$3M+0.95%
Q4 202463.2K$3M+0.96%
Q3 202463.2K$3M+1.02%
Q2 202464.6K$3M+1.15%
Q1 202465.9K$3M+1.14%
Q4 202370.1K$3M+1.25%
Q3 2023107.3K$4M+1.96%
Q2 2023420.1K$15M+7.78%
Q1 2023401.7K$13M+7.79%
Q4 2022287.7K$9M+5.34%
Q3 202297.1K$3M+1.60%
Q2 2022129.2K$4M+2.11%
Q1 2022549.1K$18M+9.30%
Q4 2021500.9K$17M+9.01%
Q3 202195.0K$3M+1.83%
Q2 2021110.3K$4M+2.22%
Q1 2021517.5K$16M+10.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Advisory Group LLC’s full portfolio or all institutional holders of PJAN.