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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lakeridge Wealth Management's PJAN Position: Q2 2026 in Review

Lakeridge Wealth Management held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 28,017 shares worth $1.39M. The position accounts for 0.51% of the portfolio, ranked #42.

Lakeridge Wealth Management first reported a position in PJAN in Q1 2024 and has held it in 10 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Lakeridge Wealth Management held 28,017 shares of Innovator US Equity Power Buffer ETF January worth $1.39M as of Q2 2026.
Lakeridge Wealth Management left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF January made up 0.51% of Lakeridge Wealth Management's portfolio in Q2 2026, its #42 holding.
Lakeridge Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.