Lakeridge Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
23,865
-21
| -0.1% | -$925 | 0.48% | 37 |
|
|
2025
Q1 | $991K | Sell |
23,886
-992
| -4% | -$41.1K | 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 | +$973K | 0.63% | 32 |
|