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Calton & Associates’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Calton & Associates’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
2024
Q4 		– Sell
-6,330
Closed -$294K – 252
2024
Q3 		$294K Buy
+6,330
New +$288K 0.11% 170

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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
Osaic Holdings
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
SF
Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

Calton & Associates's NJAN Position: Q4 2024 in Review

Calton & Associates sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q4 2024, closing a stake of 6,330 shares — an estimated $294K sold.

Calton & Associates first reported a position in NJAN in Q3 2024 and held it in 1 quarter. The position peaked at $294K in Q3 2024. 87 funds tracked by Wall St. Rank hold NJAN as of Q4 2024.

  • Calton & Associates reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • Calton & Associates sold 6,330 Innovator Growth-100 Power Buffer ETF January shares in Q4 2024, an estimated $294K.
  • Calton & Associates first reported a position in Innovator Growth-100 Power Buffer ETF January in Q3 2024 and held it in 1 quarter.
  • Calton & Associates's Innovator Growth-100 Power Buffer ETF January position peaked at $294K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q4 2024.

Based on Calton & Associates's 13F filing for Q4 2024, filed 23 Jan 2025.