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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

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return

Peak Asset Management's PJAN Position: Q4 2020 in Review

Peak Asset Management sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q4 2020, closing a stake of 9,072 shares — an estimated $266K sold.

Peak Asset Management first reported a position in PJAN in Q2 2020 and held it in 2 quarters. The position peaked at $266K in Q3 2020. 72 funds tracked by Wall St. Rank hold PJAN as of Q4 2020.

  • Peak Asset Management reported no remaining Innovator US Equity Power Buffer ETF January position as of Q4 2020 after selling out during the quarter.
  • Peak Asset Management sold 9,072 Innovator US Equity Power Buffer ETF January shares in Q4 2020, an estimated $266K.
  • Peak Asset Management first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2020 and held it in 2 quarters.
  • Peak Asset Management's Innovator US Equity Power Buffer ETF January position peaked at $266K in Q3 2020.
  • 72 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q4 2020.

Based on Peak Asset Management's 13F filing for Q4 2020, filed 12 Feb 2021.