Next Financial Group’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Next Financial Group’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
2021 Q4	$65K	Hold	1,523	–	–	﹤0.01%	1355
2021 Q3	$63K	Sell	1,523 -108	-7%	-$4.45K	﹤0.01%	1313
2021 Q2	$66K	Hold	1,631	–	–	0.01%	1275
2021 Q1	$63K	Buy	1,631 +696	+74%	+$26.7K	0.01%	1197
2020 Q4	$36K	Hold	935	–	–	﹤0.01%	1312
2020 Q3	$35K	Buy	+935	New	+$34.7K	﹤0.01%	1211
2020 Q2	–	Sell	-155	Closed	-$5K	–	1432
2020 Q1	$5K	Buy	+155	New	+$5.36K	﹤0.01%	1713

Other funds holding NJAN

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

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

Next Financial Group held its Innovator Growth-100 Power Buffer ETF January (NJAN) position steady in Q4 2021 at 1,523 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Next Financial Group first reported a position in NJAN in Q1 2020 and has held it in 7 quarters since. The position peaked at $66K in Q2 2021. 53 funds tracked by Wall St. Rank hold NJAN as of Q4 2021.

Next Financial Group held 1,523 shares of Innovator Growth-100 Power Buffer ETF January worth $65K as of Q4 2021.
Next Financial Group left its Innovator Growth-100 Power Buffer ETF January share count unchanged in Q4 2021.
Innovator Growth-100 Power Buffer ETF January made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1355 holding.
Next Financial Group first reported a position in Innovator Growth-100 Power Buffer ETF January in Q1 2020 and has held it in 7 quarters since.
Next Financial Group's Innovator Growth-100 Power Buffer ETF January position peaked at $66K in Q2 2021.
53 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q4 2021.

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