LIWM
NJAN icon

Long Island Wealth Management’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Long Island Wealth 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
2026
Q1 		$6.02M Buy
112,785
+16,611
+17% +$908K 2.79% 10
2025
Q4 		$5.28M Sell
96,174
-467
-0.5% -$25.2K 2.5% 12
2025
Q3 		$5.14M Sell
96,641
-1,016
-1% -$52.8K 2.5% 12
2025
Q2 		$4.96M Buy
97,657
+91,547
+1,498% +$4.38M 2.57% 11
2025
Q1 		$283K Hold
6,110
– – 0.17% 66
2024
Q4 		$294K Hold
6,110
– – 0.18% 62
2024
Q3 		$284K Hold
6,110
– – 0.19% 61
2024
Q2 		$277K Hold
6,110
– – 0.2% 63
2024
Q1 		$266K Sell
6,110
-1,324
-18% -$56.6K 0.19% 66
2023
Q4 		$310K Buy
+7,434
New +$306K 0.22% 63

Other funds holding NJAN

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM