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

Blue Bell Private 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 Q1	$81.9K	Hold	1,534	–	–	0.01%	361
2025 Q4	$84.2K	Hold	1,534	–	–	0.01%	354
2025 Q3	$81.6K	Hold	1,534	–	–	0.01%	342
2025 Q2	$77.9K	Hold	1,534	–	–	0.01%	340
2025 Q1	$71.1K	Hold	1,534	–	–	0.01%	332
2024 Q4	$73.8K	Hold	1,534	–	–	0.01%	315
2024 Q3	$71.3K	Sell	1,534 -300	-16%	-$13.6K	0.01%	317
2024 Q2	$83.2K	Hold	1,834	–	–	0.02%	297
2024 Q1	$79.9K	Hold	1,834	–	–	0.02%	289
2023 Q4	$76.5K	Hold	1,834	–	–	0.02%	265
2023 Q3	$74.4K	Hold	1,834	–	–	0.02%	223
2023 Q2	$73.4K	Hold	1,834	–	–	0.02%	222
2023 Q1	$69.5K	Buy	+1,834	New	+$66.9K	0.02%	208

Other funds holding NJAN

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

EMAM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $178M AUM

Blue Bell Private Wealth Management's NJAN Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Innovator Growth-100 Power Buffer ETF January (NJAN) position steady in Q1 2026 at 1,534 shares worth $81.9K. The position accounts for 0.01% of the portfolio, ranked #361.

Blue Bell Private Wealth Management first reported a position in NJAN in Q1 2023 and has held it in 13 quarters since. The position peaked at $84.2K in Q4 2025. 111 funds tracked by Wall St. Rank hold NJAN as of Q1 2026.

Blue Bell Private Wealth Management held 1,534 shares of Innovator Growth-100 Power Buffer ETF January worth $81.9K as of Q1 2026.
Blue Bell Private Wealth Management left its Innovator Growth-100 Power Buffer ETF January share count unchanged in Q1 2026.
Innovator Growth-100 Power Buffer ETF January made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #361 holding.
Blue Bell Private Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF January in Q1 2023 and has held it in 13 quarters since.
Blue Bell Private Wealth Management's Innovator Growth-100 Power Buffer ETF January position peaked at $84.2K in Q4 2025.
111 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.