Next Financial Group’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

Next Financial Group’s Portfolio IJAN Stock Details IJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$20K	Hold	725	–	–	﹤0.01%	1887
2021 Q3	$19K	Sell	725 -67	-8%	-$1.8K	﹤0.01%	1818
2021 Q2	$21K	Hold	792	–	–	﹤0.01%	1724
2021 Q1	$21K	Buy	792 +702	+780%	+$18.2K	﹤0.01%	1621
2020 Q4	$2K	Hold	90	–	–	﹤0.01%	2185
2020 Q3	$2K	Buy	+90	New	+$2.15K	﹤0.01%	2025
2020 Q2	–	Sell	-90	Closed	-$2K	–	1196
2020 Q1	$2K	Buy	+90	New	+$2.1K	﹤0.01%	1932

Other funds holding IJAN

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

PWA

Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return

DHGWA

Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM

AIA

Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Next Financial Group's IJAN Position: Q4 2021 in Review

Next Financial Group held its Innovator International Developed Power Buffer ETF January (IJAN) position steady in Q4 2021 at 725 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Next Financial Group first reported a position in IJAN in Q1 2020 and has held it in 7 quarters since. The position peaked at $21K in Q2 2021. 33 funds tracked by Wall St. Rank hold IJAN as of Q4 2021.

Next Financial Group held 725 shares of Innovator International Developed Power Buffer ETF January worth $20K as of Q4 2021.
Next Financial Group left its Innovator International Developed Power Buffer ETF January share count unchanged in Q4 2021.
Innovator International Developed Power Buffer ETF January made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1887 holding.
Next Financial Group first reported a position in Innovator International Developed Power Buffer ETF January in Q1 2020 and has held it in 7 quarters since.
Next Financial Group's Innovator International Developed Power Buffer ETF January position peaked at $21K in Q2 2021.
33 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.