AE Wealth Management’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

AE Wealth Management’s Portfolio NJAN Stock Details NJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$813K	Sell	13,774 -1,887	-12%	-$109K	﹤0.01%	997
2026 Q1	$836K	Buy	15,661 +2,139	+16%	+$117K	﹤0.01%	894
2025 Q4	$743K	Hold	13,522	–	–	﹤0.01%	898
2025 Q3	$719K	Buy	13,522 +260	+2%	+$13.5K	﹤0.01%	840
2025 Q2	$673K	Sell	13,262 -9,576	-42%	-$458K	﹤0.01%	828
2025 Q1	$1.06M	Buy	22,838 +11,726	+106%	+$564K	0.01%	691
2024 Q4	$534K	Sell	11,112 -8,140	-42%	-$385K	﹤0.01%	885
2024 Q3	$894K	Sell	19,252 -726	-4%	-$33K	0.01%	719
2024 Q2	$906K	Buy	19,978 +791	+4%	+$34.8K	0.01%	724
2024 Q1	$836K	Sell	19,187 -8,235	-30%	-$352K	0.01%	694
2023 Q4	$1.17M	Buy	+27,422	New	+$1.13M	0.01%	1098

Other funds holding NJAN

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AE Wealth Management's NJAN Position: Q2 2026 in Review

AE Wealth Management reduced its Innovator Growth-100 Power Buffer ETF January (NJAN) stake by 12% in Q2 2026, selling an estimated $109K and leaving 13,774 shares worth $813K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

AE Wealth Management first reported a position in NJAN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2023. 116 funds tracked by Wall St. Rank hold NJAN as of Q2 2026.

AE Wealth Management held 13,774 shares of Innovator Growth-100 Power Buffer ETF January worth $813K as of Q2 2026.
AE Wealth Management sold 1,887 Innovator Growth-100 Power Buffer ETF January shares in Q2 2026, an estimated $109K.
Innovator Growth-100 Power Buffer ETF January made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #997 holding.
AE Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF January in Q4 2023 and has held it in 11 quarters since.
AE Wealth Management's Innovator Growth-100 Power Buffer ETF January position peaked at $1.17M in Q4 2023.
116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.