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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

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NA
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AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
RGF
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RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
Envestnet Asset Management
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return