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Belpointe Asset Management’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-72
Closed -$2.73K – 2357
2023
Q1 		$2.73K Hold
72
– – ﹤0.01% 3223
2022
Q4 		$2.48K Buy
+72
New +$2.55K ﹤0.01% 3188

Other funds holding NJAN

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

Belpointe Asset Management's NJAN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q2 2023, closing a stake of 72 shares — an estimated $2.73K sold.

Belpointe Asset Management first reported a position in NJAN in Q4 2022 and held it in 2 quarters. The position peaked at $2.73K in Q1 2023. 54 funds tracked by Wall St. Rank hold NJAN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 72 Innovator Growth-100 Power Buffer ETF January shares in Q2 2023, an estimated $2.73K.
  • Belpointe Asset Management first reported a position in Innovator Growth-100 Power Buffer ETF January in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Innovator Growth-100 Power Buffer ETF January position peaked at $2.73K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.