My Personal CFO LLC’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

My Personal CFO LLC’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	$1.92M	Sell	36,000 -3,000	-8%	-$164K	0.84%	32
2025 Q4	$2.14M	Buy	+39,000	New	+$2.1M	0.89%	30
2025 Q3	–	Sell	-39,000	Closed	-$1.98M	–	134
2025 Q2	$1.98M	Hold	39,000	–	–	0.9%	32
2025 Q1	$1.81M	Hold	39,000	–	–	0.91%	32
2024 Q4	$1.88M	Hold	39,000	–	–	0.96%	30
2024 Q3	$1.81M	Hold	39,000	–	–	0.99%	31
2024 Q2	$1.77M	Hold	39,000	–	–	0.94%	29
2024 Q1	$1.7M	Hold	39,000	–	–	0.98%	29
2023 Q4	$1.63M	Hold	39,000	–	–	1.06%	25
2023 Q3	$1.58M	Hold	39,000	–	–	1.28%	23
2023 Q2	$1.56M	Hold	39,000	–	–	1.23%	24
2023 Q1	$1.48M	Buy	+39,000	New	+$1.42M	1.26%	22

Other funds holding NJAN

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $178M AUM