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O'Donnell Financial Services’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

O'Donnell Financial Services’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
2024
Q4 		– Sell
-9,962
Closed -$463K – 44
2024
Q3 		$463K Sell
9,962
-202
-2% -$9.18K 0.19% 32
2024
Q2 		$461K Sell
10,164
-461
-4% -$20.3K 0.2% 29
2024
Q1 		$463K Buy
10,625
+704
+7% +$30.1K 0.21% 30
2023
Q4 		$414K Buy
+9,921
New +$408K 0.21% 27

Other funds holding NJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $192M AUM 26.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

O'Donnell Financial Services's NJAN Position: Q4 2024 in Review

O'Donnell Financial Services sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q4 2024, closing a stake of 9,962 shares — an estimated $463K sold.

O'Donnell Financial Services first reported a position in NJAN in Q4 2023 and held it in 4 quarters. The position peaked at $463K in Q1 2024. 88 funds tracked by Wall St. Rank hold NJAN as of Q4 2024.

  • O'Donnell Financial Services reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • O'Donnell Financial Services sold 9,962 Innovator Growth-100 Power Buffer ETF January shares in Q4 2024, an estimated $463K.
  • O'Donnell Financial Services first reported a position in Innovator Growth-100 Power Buffer ETF January in Q4 2023 and held it in 4 quarters.
  • O'Donnell Financial Services's Innovator Growth-100 Power Buffer ETF January position peaked at $463K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q4 2024.

Based on O'Donnell Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.