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

Phoenix Financial’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 		$642K Sell
12,060
-350
-3% -$19.1K 0.01% 277
2025
Q4 		$679K Sell
12,410
-5,770
-32% -$311K 0.01% 262
2025
Q3 		$964K Sell
18,180
-2,900
-14% -$151K 0.01% 232
2025
Q2 		$1.07M Hold
21,080
– – 0.01% 230
2025
Q1 		$975K Buy
+21,080
New +$1.01M 0.01% 214

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 $51.6B AUM 27.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $692M AUM 32% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM

Phoenix Financial's NJAN Position: Q1 2026 in Review

Phoenix Financial reduced its Innovator Growth-100 Power Buffer ETF January (NJAN) stake by 2.8% in Q1 2026, selling an estimated $19.1K and leaving 12,060 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #277.

Phoenix Financial first reported a position in NJAN in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q2 2025. 112 funds tracked by Wall St. Rank hold NJAN as of Q1 2026.

  • Phoenix Financial held 12,060 shares of Innovator Growth-100 Power Buffer ETF January worth $642K as of Q1 2026.
  • Phoenix Financial sold 350 Innovator Growth-100 Power Buffer ETF January shares in Q1 2026, an estimated $19.1K.
  • Innovator Growth-100 Power Buffer ETF January made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #277 holding.
  • Phoenix Financial first reported a position in Innovator Growth-100 Power Buffer ETF January in Q1 2025 and has held it in 5 quarters since.
  • Phoenix Financial's Innovator Growth-100 Power Buffer ETF January position peaked at $1.07M in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.