WealthPlan Investment Management’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

WealthPlan Investment 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
2026 Q2	$239K	Sell	4,051 -754	-16%	-$43.4K	0.01%	430
2026 Q1	$256K	Hold	4,805	–	–	0.01%	414
2025 Q4	$264K	Sell	4,805 -5,520	-53%	-$297K	0.02%	327
2025 Q3	$549K	Buy	10,325 +1,209	+13%	+$62.8K	0.04%	220
2025 Q2	$463K	Buy	9,116 +407	+5%	+$19.5K	0.03%	244
2025 Q1	$404K	Buy	8,709 +2,222	+34%	+$107K	0.04%	195
2024 Q4	$312K	Hold	6,487	–	–	0.03%	214
2024 Q3	$301K	Hold	6,487	–	–	0.03%	207
2024 Q2	$294K	Sell	6,487 -2,120	-25%	-$93.2K	0.04%	152
2024 Q1	$375K	Buy	+8,607	New	+$368K	0.06%	136

Other funds holding NJAN

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPlan Investment Management's NJAN Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Innovator Growth-100 Power Buffer ETF January (NJAN) stake by 16% in Q2 2026, selling an estimated $43.4K and leaving 4,051 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #430.

WealthPlan Investment Management first reported a position in NJAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $549K in Q3 2025. 116 funds tracked by Wall St. Rank hold NJAN as of Q2 2026.

WealthPlan Investment Management held 4,051 shares of Innovator Growth-100 Power Buffer ETF January worth $239K as of Q2 2026.
WealthPlan Investment Management sold 754 Innovator Growth-100 Power Buffer ETF January shares in Q2 2026, an estimated $43.4K.
Innovator Growth-100 Power Buffer ETF January made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #430 holding.
WealthPlan Investment Management first reported a position in Innovator Growth-100 Power Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
WealthPlan Investment Management's Innovator Growth-100 Power Buffer ETF January position peaked at $549K in Q3 2025.
116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.