Yarger Wealth Strategies’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Yarger Wealth Strategies’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	$1.42M	Sell	28,444 -146	-0.5%	-$7.11K	0.52%	44
2026 Q1	$1.32M	Buy	28,590 +16,077	+128%	+$756K	0.53%	39
2025 Q4	$588K	Hold	12,513	–	–	0.25%	64
2025 Q3	$573K	Sell	12,513 -9,344	-43%	-$419K	0.26%	62
2025 Q2	$963K	Sell	21,857 -3,522	-14%	-$148K	0.5%	39
2025 Q1	$1.05M	Sell	25,379 -240	-0.9%	-$10.2K	0.61%	33
2024 Q4	$1.08M	Sell	25,619 -17,144	-40%	-$716K	0.62%	34
2024 Q3	$1.77M	Buy	42,763 +773	+2%	+$31.4K	0.98%	28
2024 Q2	$1.69M	Sell	41,990 -50	-0.1%	-$1.97K	1.02%	28
2024 Q1	$1.64M	Buy	+42,040	New	+$1.6M	1.12%	27

Other funds holding PJAN

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 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