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

Mascoma 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
2024
Q3 		– Sell
-56
Closed -$2.25K – 482
2024
Q2 		$2.25K Buy
+56
New +$2.2K ﹤0.01% 457

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RJFSA
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RFG
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SEP
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Cetera Investment Advisers
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KAS
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Mascoma Wealth Management's PJAN Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q3 2024, closing a stake of 56 shares — an estimated $2.25K sold.

Mascoma Wealth Management first reported a position in PJAN in Q2 2024 and held it in 1 quarter. The position peaked at $2.25K in Q2 2024. 215 funds tracked by Wall St. Rank hold PJAN as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Innovator US Equity Power Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 56 Innovator US Equity Power Buffer ETF January shares in Q3 2024, an estimated $2.25K.
  • Mascoma Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's Innovator US Equity Power Buffer ETF January position peaked at $2.25K in Q2 2024.
  • 215 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.