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

Synergy 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
2025
Q1 		– Sell
-109
Closed -$4.5K – 637
2024
Q4 		$4.5K Buy
+109
New +$4.55K ﹤0.01% 588

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PCM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Synergy Asset Management's PJAN Position: Q1 2025 in Review

Synergy Asset Management sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2025, closing a stake of 109 shares — an estimated $4.5K sold.

Synergy Asset Management first reported a position in PJAN in Q4 2024 and held it in 1 quarter. The position peaked at $4.5K in Q4 2024. 243 funds tracked by Wall St. Rank hold PJAN as of Q1 2025.

  • Synergy Asset Management reported no remaining Innovator US Equity Power Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 109 Innovator US Equity Power Buffer ETF January shares in Q1 2025, an estimated $4.5K.
  • Synergy Asset Management first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Innovator US Equity Power Buffer ETF January position peaked at $4.5K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.