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

Kingswood Wealth 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
Q1 		– Sell
-5,902
Closed -$284K – 794
2024
Q4 		$284K Buy
+5,902
New +$279K 0.02% 627
2024
Q2 		– Sell
-6,042
Closed -$263K – 698
2024
Q1 		$263K Buy
+6,042
New +$258K 0.03% 520

Other funds holding NJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Kingswood Wealth Advisors's NJAN Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q1 2025, closing a stake of 5,902 shares — an estimated $284K sold.

Kingswood Wealth Advisors first reported a position in NJAN in Q1 2024 and held it in 2 quarters. The position peaked at $284K in Q4 2024. 98 funds tracked by Wall St. Rank hold NJAN as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 5,902 Innovator Growth-100 Power Buffer ETF January shares in Q1 2025, an estimated $284K.
  • Kingswood Wealth Advisors first reported a position in Innovator Growth-100 Power Buffer ETF January in Q1 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Innovator Growth-100 Power Buffer ETF January position peaked at $284K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.