Koshinski Asset Management
NJAN icon

Koshinski Asset Management’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Koshinski Asset Management’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
2023
Q2 		– Sell
-6,132
Closed -$232K – 645
2023
Q1 		$232K Sell
6,132
-1,350
-18% -$49.3K 0.02% 494
2022
Q4 		$258K Hold
7,482
– – 0.02% 496
2022
Q3 		$258K Sell
7,482
-1,525
-17% -$56.9K 0.03% 442
2022
Q2 		$318K Sell
9,007
-75
-0.8% -$2.81K 0.03% 453
2022
Q1 		$369K Buy
9,082
+75
+0.8% +$3.01K 0.03% 443
2021
Q4 		$383K Buy
9,007
+210
+2% +$8.83K 0.03% 458
2021
Q3 		$362K Buy
8,797
+2,507
+40% +$103K 0.03% 463
2021
Q2 		$256K Sell
6,290
-1,195
-16% -$47.5K 0.03% 482
2021
Q1 		$291K Buy
+7,485
New +$287K 0.03% 483

Other funds holding NJAN

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

Koshinski Asset Management's NJAN Position: Q2 2023 in Review

Koshinski Asset Management sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q2 2023, closing a stake of 6,132 shares — an estimated $232K sold.

Koshinski Asset Management first reported a position in NJAN in Q1 2021 and held it in 9 quarters. The position peaked at $383K in Q4 2021. 54 funds tracked by Wall St. Rank hold NJAN as of Q2 2023.

  • Koshinski Asset Management reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 6,132 Innovator Growth-100 Power Buffer ETF January shares in Q2 2023, an estimated $232K.
  • Koshinski Asset Management first reported a position in Innovator Growth-100 Power Buffer ETF January in Q1 2021 and held it in 9 quarters.
  • Koshinski Asset Management's Innovator Growth-100 Power Buffer ETF January position peaked at $383K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q2 2023.

Based on Koshinski Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.