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Helium Advisors’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Helium Advisors’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
2025
Q4 		– Sell
-6,193
Closed -$329K – 93
2025
Q3 		$329K Sell
6,193
-2,229
-26% -$116K 0.28% 60
2025
Q2 		$427K Hold
8,422
– – 0.27% 57
2025
Q1 		$391K Sell
8,422
-868
-9% -$41.7K 0.28% 54
2024
Q4 		$447K Buy
+9,290
New +$439K 0.35% 52

Other funds holding NJAN

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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Helium Advisors's NJAN Position: Q4 2025 in Review

Helium Advisors sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q4 2025, closing a stake of 6,193 shares — an estimated $329K sold.

Helium Advisors first reported a position in NJAN in Q4 2024 and held it in 4 quarters. The position peaked at $447K in Q4 2024. 100 funds tracked by Wall St. Rank hold NJAN as of Q4 2025.

  • Helium Advisors reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q4 2025 after selling out during the quarter.
  • Helium Advisors sold 6,193 Innovator Growth-100 Power Buffer ETF January shares in Q4 2025, an estimated $329K.
  • Helium Advisors first reported a position in Innovator Growth-100 Power Buffer ETF January in Q4 2024 and held it in 4 quarters.
  • Helium Advisors's Innovator Growth-100 Power Buffer ETF January position peaked at $447K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q4 2025.

Based on Helium Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.