Valeo Financial Advisors’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-1,464	Closed	-$57K	–	1341
2021 Q1	$57K	Hold	1,464	–	–	﹤0.01%	817
2020 Q4	$56K	Hold	1,464	–	–	﹤0.01%	733
2020 Q3	$55K	Hold	1,464	–	–	﹤0.01%	632
2020 Q2	$53K	Buy	+1,464	New	+$51.7K	﹤0.01%	704

Other funds holding NJAN

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Valeo Financial Advisors's NJAN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q2 2021, closing a stake of 1,464 shares — an estimated $57K sold.

Valeo Financial Advisors first reported a position in NJAN in Q2 2020 and held it in 4 quarters. The position peaked at $57K in Q1 2021. 48 funds tracked by Wall St. Rank hold NJAN as of Q2 2021.

Valeo Financial Advisors reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,464 Innovator Growth-100 Power Buffer ETF January shares in Q2 2021, an estimated $57K.
Valeo Financial Advisors first reported a position in Innovator Growth-100 Power Buffer ETF January in Q2 2020 and held it in 4 quarters.
Valeo Financial Advisors's Innovator Growth-100 Power Buffer ETF January position peaked at $57K in Q1 2021.
48 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.