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SMI Advisory Services’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

SMI Advisory 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
Q2 		– Sell
-348,698
Closed -$15.1M – 68
2024
Q1 		$15.1M Buy
+348,698
New +$14.9M 4.25% 7

Other funds holding NJAN

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

SMI Advisory Services's NJAN Position: Q2 2024 in Review

SMI Advisory Services sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q2 2024, closing a stake of 348,698 shares — an estimated $15.1M sold.

SMI Advisory Services first reported a position in NJAN in Q1 2024 and held it in 1 quarter. The position peaked at $15.1M in Q1 2024. 91 funds tracked by Wall St. Rank hold NJAN as of Q2 2024.

  • SMI Advisory Services reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • SMI Advisory Services sold 348,698 Innovator Growth-100 Power Buffer ETF January shares in Q2 2024, an estimated $15.1M.
  • SMI Advisory Services first reported a position in Innovator Growth-100 Power Buffer ETF January in Q1 2024 and held it in 1 quarter.
  • SMI Advisory Services's Innovator Growth-100 Power Buffer ETF January position peaked at $15.1M in Q1 2024.
  • 91 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q2 2024.

Based on SMI Advisory Services's 13F filing for Q2 2024, filed 15 Jul 2024.