Peak Asset Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Peak Asset 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
2020 Q4	–	Sell	-9,072	Closed	-$266K	–	155
2020 Q3	$266K	Buy	9,072 +642	+8%	+$18.6K	0.08%	109
2020 Q2	$236K	Buy	+8,430	New	+$228K	0.08%	111

Other funds holding PJAN

Soltis Investment Advisors St. George, Utah $1.54B AUM 23.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return

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

MBL Wealth Charlotte, North Carolina $1.32B AUM 14.62% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $517M AUM 17.96% 1-Year Est. Return

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return