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Summit Wealth Partners’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Summit Wealth Partners’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
Q3 		– Sell
-7,393
Closed -$335K – 242
2024
Q2 		$335K Sell
7,393
-189
-2% -$8.31K 0.07% 166
2024
Q1 		$330K Buy
+7,582
New +$324K 0.07% 165

Other funds holding NJAN

NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Summit Wealth Partners's NJAN Position: Q3 2024 in Review

Summit Wealth Partners sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q3 2024, closing a stake of 7,393 shares — an estimated $335K sold.

Summit Wealth Partners first reported a position in NJAN in Q1 2024 and held it in 2 quarters. The position peaked at $335K in Q2 2024. 89 funds tracked by Wall St. Rank hold NJAN as of Q3 2024.

  • Summit Wealth Partners reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 7,393 Innovator Growth-100 Power Buffer ETF January shares in Q3 2024, an estimated $335K.
  • Summit Wealth Partners first reported a position in Innovator Growth-100 Power Buffer ETF January in Q1 2024 and held it in 2 quarters.
  • Summit Wealth Partners's Innovator Growth-100 Power Buffer ETF January position peaked at $335K in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q3 2024.

Based on Summit Wealth Partners's 13F filing for Q3 2024, filed 28 Oct 2024.