LEFP
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Leading Edge Financial Planning’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Leading Edge Financial Planning’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
Q4 		– Sell
-7,328
Closed -$297K – 67
2023
Q3 		$297K Sell
7,328
-575
-7% -$23.2K 0.19% 53
2023
Q2 		$316K Sell
7,903
-1,610
-17% -$62.5K 0.21% 46
2023
Q1 		$361K Buy
9,513
+1,400
+17% +$51.1K 0.26% 47
2022
Q4 		$280K Buy
+8,113
New +$288K 0.24% 52

Other funds holding NJAN

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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return