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Heritage Wealth Management (Arizona)’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$3.72K Buy
108
+54
+100% +$1.91K ﹤0.01% 918
2022
Q3 		$2K Buy
+54
New +$2.02K ﹤0.01% 888

Other funds holding NJAN

AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NJAN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Innovator Growth-100 Power Buffer ETF January (NJAN) stake by 100% in Q4 2022, buying an estimated $1.91K and bringing the position to 108 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Heritage Wealth Management (Arizona) first reported a position in NJAN in Q3 2022 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold NJAN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 108 shares of Innovator Growth-100 Power Buffer ETF January worth $3.72K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 54 Innovator Growth-100 Power Buffer ETF January shares in Q4 2022, an estimated $1.91K.
  • Innovator Growth-100 Power Buffer ETF January made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #918 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Innovator Growth-100 Power Buffer ETF January in Q3 2022 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.