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Summit Wealth Partners’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Summit Wealth Partners’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
-15,881
Closed -$639K – 243
2024
Q2 		$639K Sell
15,881
-2,655
-14% -$104K 0.13% 112
2024
Q1 		$725K Buy
18,536
+9,126
+97% +$348K 0.15% 101
2023
Q4 		$350K Buy
+9,410
New +$337K 0.08% 146
2023
Q3 		– Sell
-6,449
Closed -$226K – 193
2023
Q2 		$226K Hold
6,449
– – 0.06% 166
2023
Q1 		$214K Buy
+6,449
New +$210K 0.06% 175

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