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NJAN icon

NewEdge Advisors’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

NewEdge Advisors’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 		$21.4M Buy
400,587
+5,263
+1% +$288K 0.08% 248
2025
Q4 		$21.7M Buy
395,324
+22,437
+6% +$1.21M 0.08% 229
2025
Q3 		$19.8M Buy
372,887
+23,812
+7% +$1.24M 0.09% 228
2025
Q2 		$17.7M Buy
349,075
+58,709
+20% +$2.81M 0.09% 231
2025
Q1 		$13.5M Buy
290,366
+33,114
+13% +$1.59M 0.08% 261
2024
Q4 		$12.4M Sell
257,252
-149,759
-37% -$7.08M 0.07% 264
2024
Q3 		$18.9M Sell
407,011
-58,317
-13% -$2.65M 0.12% 179
2024
Q2 		$21.1M Sell
465,328
-2,419
-0.5% -$106K 0.15% 133
2024
Q1 		$20.4M Buy
467,747
+26,550
+6% +$1.13M 0.18% 120
2023
Q4 		$18.7M Buy
441,197
+259,916
+143% +$10.7M 0.18% 128
2023
Q3 		$7.36M Sell
181,281
-3,306
-2% -$133K 0.08% 244
2023
Q2 		$7.39M Buy
184,587
+386
+0.2% +$15K 0.08% 236
2023
Q1 		$7M Buy
+184,201
New +$6.72M 0.09% 231

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
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
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return