Comprehensive Financial Consultants Institutional’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Comprehensive Financial Consultants Institutional’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	-5,490	Closed	-$255K	–	172
2024 Q3	$255K	Hold	5,490	–	–	0.09%	150
2024 Q2	$249K	Sell	5,490 -2,438	-31%	-$107K	0.1%	144
2024 Q1	$346K	Buy	7,928 +2,438	+44%	+$104K	0.14%	133
2023 Q4	$229K	Sell	5,490 -25	-0.5%	-$1.03K	0.11%	142
2023 Q3	$224K	Hold	5,515	–	–	0.12%	143
2023 Q2	$222K	Sell	5,515 -4,721	-46%	-$183K	0.12%	154
2023 Q1	$388K	Hold	10,236	–	–	0.22%	114
2022 Q4	$363K	Hold	10,236	–	–	0.22%	118
2022 Q3	$354K	Hold	10,236	–	–	0.23%	116
2022 Q2	$368K	Hold	10,236	–	–	0.26%	115
2022 Q1	$384K	Hold	10,236	–	–	0.27%	111
2021 Q4	$405K	Buy	+10,236	New	+$430K	0.26%	103

Other funds holding NJAN

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Seros Financial Tempe, Arizona $192M AUM 26.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's NJAN Position: Q4 2024 in Review

Comprehensive Financial Consultants Institutional sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q4 2024, closing a stake of 5,490 shares — an estimated $255K sold.

Comprehensive Financial Consultants Institutional first reported a position in NJAN in Q4 2021 and held it in 12 quarters. The position peaked at $405K in Q4 2021. 87 funds tracked by Wall St. Rank hold NJAN as of Q4 2024.

Comprehensive Financial Consultants Institutional reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q4 2024 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 5,490 Innovator Growth-100 Power Buffer ETF January shares in Q4 2024, an estimated $255K.
Comprehensive Financial Consultants Institutional first reported a position in Innovator Growth-100 Power Buffer ETF January in Q4 2021 and held it in 12 quarters.
Comprehensive Financial Consultants Institutional's Innovator Growth-100 Power Buffer ETF January position peaked at $405K in Q4 2021.
87 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q4 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2024, filed 24 Jan 2025.