Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AF
Allworth Financial’s
Innovator Growth-100 Power Buffer ETF January
NJAN
Stock Holding History
Allworth Financial’s Portfolio
NJAN Stock Details
NJAN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-1,834
Closed
-$89.9K
–
4140
2024
Q4
$89.9K
Hold
1,834
–
–
﹤0.01%
1316
2024
Q3
$85.2K
Hold
1,834
–
–
﹤0.01%
1160
2024
Q2
$83.1K
Buy
1,834
+336
+22%
+$14.8K
﹤0.01%
1146
2024
Q1
$65.3K
Buy
+1,498
New
+$64K
﹤0.01%
1189
Other funds holding NJAN
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
LJAC
L.J. Altfest & Co
New York
$935M AUM
27.19%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
NA
NewEdge Advisors
New Orleans, Louisiana
$27.7B AUM
22.98%
1-Year Est. Return
AF
Advisornet Financial
Minnetonka, Minnesota
$1.93B AUM
18.43%
1-Year Est. Return
MCM
MAI Capital Management
Independence, Ohio
$17.7B AUM
18.87%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.2B AUM
21.09%
1-Year Est. Return
Mirae Asset Global Investments
Seoul, South Korea
$299B AUM
28.69%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close