Number of Shares
244,875.00
Current Holdings Value*
$10.15 Mil
% of Portfolio
1.36%
Total Estimate Gain
$538,725.00
% of Total Estimate Gain
5.19%

Ascent Wealth Partners, LLC's Innovator U.S. Equity Power Buffer ETF - January Holding Summary

As of 2025-03-31, Ascent Wealth Partners, LLC held 244,875.00 shares of Innovator U.S. Equity Power Buffer ETF - January(PJAN), totaling $10.15 Mil. This investment constitutes 1.36% of their stock portfolio, and Ascent Wealth Partners, LLC now holds 0.83% of the outstanding Innovator U.S. Equity Power Buffer ETF - January(PJAN) stock.

The initial trade took place in 2025Q1. And since then Ascent Wealth Partners, LLC has made 1 purchases of PJAN, at an average price of $42.39, for a total of 244,875.00 shares. Based on historical transaction data and PJAN's current price of $44.59, Ascent Wealth Partners, LLC's estimated gain on his PJAN holdings is $538,725.00, reflecting a 5.19% gain to date.

Ascent Wealth Partners, LLC PJAN ($44.59) Holding Chart

Ascent Wealth Partners, LLC PJAN ($44.59) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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