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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 $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Leading Edge Financial Planning's NJAN Position: Q4 2023 in Review

Leading Edge Financial Planning sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q4 2023, closing a stake of 7,328 shares — an estimated $297K sold.

Leading Edge Financial Planning first reported a position in NJAN in Q4 2022 and held it in 4 quarters. The position peaked at $361K in Q1 2023. 63 funds tracked by Wall St. Rank hold NJAN as of Q4 2023.

  • Leading Edge Financial Planning reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q4 2023 after selling out during the quarter.
  • Leading Edge Financial Planning sold 7,328 Innovator Growth-100 Power Buffer ETF January shares in Q4 2023, an estimated $297K.
  • Leading Edge Financial Planning first reported a position in Innovator Growth-100 Power Buffer ETF January in Q4 2022 and held it in 4 quarters.
  • Leading Edge Financial Planning's Innovator Growth-100 Power Buffer ETF January position peaked at $361K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q4 2023.

Based on Leading Edge Financial Planning's 13F filing for Q4 2023, filed 13 Feb 2024.