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Todd Wealth Management, LLC’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Todd Wealth Management, 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
Q2 		$967K Sell
16,391
-40
-0.2% -$2.3K 0.73% 33
2026
Q1 		$877K Buy
16,431
+480
+3% +$26.2K 0.8% 33
2025
Q4 		$876K Buy
+15,951
New +$860K 0.79% 36

Other funds holding NJAN

MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Todd Wealth Management, LLC's NJAN Position: Q2 2026 in Review

Todd Wealth Management, LLC reduced its Innovator Growth-100 Power Buffer ETF January (NJAN) stake by 0.24% in Q2 2026, selling an estimated $2.3K and leaving 16,391 shares worth $967K. The position accounts for 0.73% of the portfolio, ranked #33.

Todd Wealth Management, LLC first reported a position in NJAN in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold NJAN as of Q2 2026.

  • Todd Wealth Management, LLC held 16,391 shares of Innovator Growth-100 Power Buffer ETF January worth $967K as of Q2 2026.
  • Todd Wealth Management, LLC sold 40 Innovator Growth-100 Power Buffer ETF January shares in Q2 2026, an estimated $2.3K.
  • Innovator Growth-100 Power Buffer ETF January made up 0.73% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #33 holding.
  • Todd Wealth Management, LLC first reported a position in Innovator Growth-100 Power Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.