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

Axxcess 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
2022
Q2 		– Sell
-19,950
Closed -$811K – 616
2022
Q1 		$811K Buy
19,950
+1,700
+9% +$68.2K 0.06% 260
2021
Q4 		$776K Buy
+18,250
New +$767K 0.06% 265

Other funds holding NJAN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Axxcess Wealth Management's NJAN Position: Q2 2022 in Review

Axxcess Wealth Management sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q2 2022, closing a stake of 19,950 shares — an estimated $811K sold.

Axxcess Wealth Management first reported a position in NJAN in Q4 2021 and held it in 2 quarters. The position peaked at $811K in Q1 2022. 55 funds tracked by Wall St. Rank hold NJAN as of Q2 2022.

  • Axxcess Wealth Management reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 19,950 Innovator Growth-100 Power Buffer ETF January shares in Q2 2022, an estimated $811K.
  • Axxcess Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF January in Q4 2021 and held it in 2 quarters.
  • Axxcess Wealth Management's Innovator Growth-100 Power Buffer ETF January position peaked at $811K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.