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

Sugarloaf 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
2024 Q4	$951K	Sell	19,771 -1,000	-5%	-$47.3K	0.18%	61
2024 Q3	$965K	Hold	20,771	–	–	0.18%	58
2024 Q2	$942K	Hold	20,771	–	–	0.19%	58
2024 Q1	$905K	Buy	20,771 +3,043	+17%	+$130K	0.19%	58
2023 Q4	$739K	Buy	17,728 +2,750	+18%	+$113K	0.18%	64
2023 Q3	$608K	Hold	14,978	–	–	0.15%	69
2023 Q2	$600K	Hold	14,978	–	–	0.14%	71
2023 Q1	$568K	Buy	14,978 +3,328	+29%	+$121K	0.14%	72
2022 Q4	$402K	Buy	+11,650	New	+$413K	0.1%	84
2022 Q3	–	Sell	-400	Closed	-$14K	–	859
2022 Q2	$14K	Hold	400	–	–	﹤0.01%	471
2022 Q1	$16K	Hold	400	–	–	﹤0.01%	439
2021 Q4	$17K	Hold	400	–	–	﹤0.01%	449
2021 Q3	$16K	Hold	400	–	–	﹤0.01%	468
2021 Q2	$16K	Buy	400 +250	+167%	+$9.93K	﹤0.01%	451
2021 Q1	$16	Buy	+150	New	+$5.75K	﹤0.01%	450

Other funds holding NJAN

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

Sugarloaf Wealth Management's NJAN Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Innovator Growth-100 Power Buffer ETF January (NJAN) stake by 4.8% in Q4 2024, selling an estimated $47.3K and leaving 19,771 shares worth $951K. The position accounts for 0.18% of the portfolio, ranked #61.

Sugarloaf Wealth Management first reported a position in NJAN in Q1 2021 and has held it in 15 quarters since. The position peaked at $965K in Q3 2024. 87 funds tracked by Wall St. Rank hold NJAN as of Q4 2024.

Sugarloaf Wealth Management held 19,771 shares of Innovator Growth-100 Power Buffer ETF January worth $951K as of Q4 2024.
Sugarloaf Wealth Management sold 1,000 Innovator Growth-100 Power Buffer ETF January shares in Q4 2024, an estimated $47.3K.
Innovator Growth-100 Power Buffer ETF January made up 0.18% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #61 holding.
Sugarloaf Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF January in Q1 2021 and has held it in 15 quarters since.
Sugarloaf Wealth Management's Innovator Growth-100 Power Buffer ETF January position peaked at $965K in Q3 2024.
87 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.