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Arete Wealth Advisors’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Arete Wealth Advisors’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
2025
Q1 		– Sell
-5,913
Closed -$284K – 773
2024
Q4 		$284K Hold
5,913
– – 0.02% 576
2024
Q3 		$274K Hold
5,913
– – 0.02% 547
2024
Q2 		$269K Buy
+5,913
New +$260K 0.02% 562
2024
Q1 		– Sell
-5,913
Closed -$247K – 608
2023
Q4 		$247K Buy
+5,913
New +$243K 0.02% 601

Other funds holding NJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Arete Wealth Advisors's NJAN Position: Q1 2025 in Review

Arete Wealth Advisors sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q1 2025, closing a stake of 5,913 shares — an estimated $284K sold.

Arete Wealth Advisors first reported a position in NJAN in Q4 2023 and held it in 4 quarters. The position peaked at $284K in Q4 2024. 100 funds tracked by Wall St. Rank hold NJAN as of Q1 2025.

  • Arete Wealth Advisors reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,913 Innovator Growth-100 Power Buffer ETF January shares in Q1 2025, an estimated $284K.
  • Arete Wealth Advisors first reported a position in Innovator Growth-100 Power Buffer ETF January in Q4 2023 and held it in 4 quarters.
  • Arete Wealth Advisors's Innovator Growth-100 Power Buffer ETF January position peaked at $284K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.