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Creative Financial Designs’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Creative Financial Designs’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 		$740K Hold
13,860
– – 0.05% 274
2025
Q4 		$761K Hold
13,860
– – 0.05% 272
2025
Q3 		$737K Hold
13,860
– – 0.05% 270
2025
Q2 		$703K Sell
13,860
-525
-4% -$25.1K 0.05% 268
2025
Q1 		$667K Buy
14,385
+210
+1% +$10.1K 0.05% 245
2024
Q4 		$682K Sell
14,175
-250
-2% -$11.8K 0.06% 243
2024
Q3 		$670K Sell
14,425
-1,830
-11% -$83.2K 0.06% 250
2024
Q2 		$737K Hold
16,255
– – 0.07% 218
2024
Q1 		$708K Buy
16,255
+15,955
+5,318% +$682K 0.07% 207
2023
Q4 		$12.5K Hold
300
– – ﹤0.01% 1021
2023
Q3 		$12.2K Hold
300
– – ﹤0.01% 973
2023
Q2 		$12K Hold
300
– – ﹤0.01% 965
2023
Q1 		$11.4K Buy
+300
New +$10.9K ﹤0.01% 930

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