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

PlanVest 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
Q2 		$24.7K Hold
419
– – 0.02% 310
2026
Q1 		$22.4K Buy
+419
New +$22.9K 0.02% 305

Other funds holding NJAN

MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PlanVest Financial's NJAN Position: Q2 2026 in Review

PlanVest Financial held its Innovator Growth-100 Power Buffer ETF January (NJAN) position steady in Q2 2026 at 419 shares worth $24.7K. The position accounts for 0.02% of the portfolio, ranked #310.

PlanVest Financial first reported a position in NJAN in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold NJAN as of Q2 2026.

  • PlanVest Financial held 419 shares of Innovator Growth-100 Power Buffer ETF January worth $24.7K as of Q2 2026.
  • PlanVest Financial left its Innovator Growth-100 Power Buffer ETF January share count unchanged in Q2 2026.
  • Innovator Growth-100 Power Buffer ETF January made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #310 holding.
  • PlanVest Financial first reported a position in Innovator Growth-100 Power Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.