Lakeridge Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Lakeridge Wealth Management’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
2026 Q2	$1.39M	Hold	28,017	–	–	0.51%	42
2026 Q1	$1.29M	Buy	28,017 +3,452	+14%	+$162K	0.56%	42
2025 Q4	$1.16M	Buy	24,565 +700	+3%	+$32.4K	0.53%	41
2025 Q3	$1.09M	Hold	23,865	–	–	0.49%	39
2025 Q2	$1.05M	Sell	23,865 -21	-0.1%	-$882	0.48%	37
2025 Q1	$991K	Sell	23,886 -992	-4%	-$42.1K	0.5%	38
2024 Q4	$1.05M	Hold	24,878	–	–	0.54%	34
2024 Q3	$1.03M	Hold	24,878	–	–	0.57%	34
2024 Q2	$1M	Hold	24,878	–	–	0.6%	32
2024 Q1	$973K	Buy	+24,878	New	+$950K	0.63%	32

Other funds holding PJAN

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM