Leading Edge Financial Planning’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Leading Edge Financial Planning’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
2024 Q4	–	Sell	-5,719	Closed	-$236K	–	59
2024 Q3	$236K	Buy	5,719 +3	+0.1%	+$122	0.08%	48
2024 Q2	$230K	Hold	5,716	–	–	0.09%	45
2024 Q1	$224K	Buy	+5,716	New	+$218K	0.1%	43

Other funds holding PJAN

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

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

PCM

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

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

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

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

RFG

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SEP

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Leading Edge Financial Planning's PJAN Position: Q4 2024 in Review

Leading Edge Financial Planning sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q4 2024, closing a stake of 5,719 shares — an estimated $236K sold.

Leading Edge Financial Planning first reported a position in PJAN in Q1 2024 and held it in 3 quarters. The position peaked at $236K in Q3 2024. 223 funds tracked by Wall St. Rank hold PJAN as of Q4 2024.

Leading Edge Financial Planning reported no remaining Innovator US Equity Power Buffer ETF January position as of Q4 2024 after selling out during the quarter.
Leading Edge Financial Planning sold 5,719 Innovator US Equity Power Buffer ETF January shares in Q4 2024, an estimated $236K.
Leading Edge Financial Planning first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2024 and held it in 3 quarters.
Leading Edge Financial Planning's Innovator US Equity Power Buffer ETF January position peaked at $236K in Q3 2024.
223 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q4 2024.

Based on Leading Edge Financial Planning's 13F filing for Q4 2024, filed 24 Jan 2025.