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Spire Wealth Management’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Spire Wealth Management’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
2023
Q1 		– Sell
-486
Closed -$17K – 2551
2022
Q4 		$17K Buy
+486
New +$17.2K ﹤0.01% 1436
2022
Q3 		– Sell
-932
Closed -$33K – 2462
2022
Q2 		$33K Buy
+932
New +$34.9K ﹤0.01% 1469

Other funds holding NJAN

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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Spire Wealth Management's NJAN Position: Q1 2023 in Review

Spire Wealth Management sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q1 2023, closing a stake of 486 shares — an estimated $17K sold.

Spire Wealth Management first reported a position in NJAN in Q2 2022 and held it in 2 quarters. The position peaked at $33K in Q2 2022. 61 funds tracked by Wall St. Rank hold NJAN as of Q1 2023.

  • Spire Wealth Management reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 486 Innovator Growth-100 Power Buffer ETF January shares in Q1 2023, an estimated $17K.
  • Spire Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF January in Q2 2022 and held it in 2 quarters.
  • Spire Wealth Management's Innovator Growth-100 Power Buffer ETF January position peaked at $33K in Q2 2022.
  • 61 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.