CAL
NJAN icon

Capital Analysts LLC’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Capital Analysts LLC’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 		$200K Hold
3,754
– – 0.01% 639
2025
Q4 		$206K Hold
3,754
– – 0.01% 610
2025
Q3 		$200K Hold
3,754
– – 0.01% 598
2025
Q2 		$191K Hold
3,754
– – 0.01% 555
2025
Q1 		$174K Buy
3,754
+480
+15% +$23.1K 0.01% 547
2024
Q4 		$157K Sell
3,274
-4,771
-59% -$226K 0.01% 526
2024
Q3 		$374K Hold
8,045
– – 0.02% 367
2024
Q2 		$365K Hold
8,045
– – 0.02% 375
2024
Q1 		$351K Buy
8,045
+6,508
+423% +$278K 0.02% 364
2023
Q4 		$64K Buy
+1,537
New +$63.3K ﹤0.01% 605

Other funds holding NJAN

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
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
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
Truist Financial
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
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
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM