Carroll Financial Associates’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Carroll Financial 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
2020 Q4	–	Sell	-21,585	Closed	-$807K	–	1610
2020 Q3	$807K	Sell	21,585 -144,203	-87%	-$5.35M	0.06%	167
2020 Q2	$6.04M	Buy	+165,788	New	+$5.85M	0.5%	29

Other funds holding NJAN

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

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

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wolverine Trading

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return