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

Peak 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	$303K	Hold	6,126	–	–	0.21%	43
2026 Q1	$283K	Buy	+6,126	New	+$288K	0.23%	38

Other funds holding PJAN

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return