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

Whipplewood 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
2026 Q2	–	Sell	-495	Closed	-$26.4K	–	912
2026 Q1	$26.4K	Hold	495	–	–	0.01%	349
2025 Q4	$27.2K	Hold	495	–	–	0.02%	235
2025 Q3	$26.3K	Hold	495	–	–	0.02%	235
2025 Q2	$25.1K	Sell	495 -929	-65%	-$44.5K	0.01%	423
2025 Q1	$23K	Buy	1,424 +929	+188%	+$44.7K	0.01%	431
2024 Q4	$23.8K	Buy	+495	New	+$23.4K	0.01%	418

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

Whipplewood Advisors's NJAN Position: Q2 2026 in Review

Whipplewood Advisors sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q2 2026, closing a stake of 495 shares — an estimated $26.4K sold.

Whipplewood Advisors first reported a position in NJAN in Q4 2024 and held it in 6 quarters. The position peaked at $27.2K in Q4 2025. 118 funds tracked by Wall St. Rank hold NJAN as of Q2 2026.

Whipplewood Advisors reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 495 Innovator Growth-100 Power Buffer ETF January shares in Q2 2026, an estimated $26.4K.
Whipplewood Advisors first reported a position in Innovator Growth-100 Power Buffer ETF January in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's Innovator Growth-100 Power Buffer ETF January position peaked at $27.2K in Q4 2025.
118 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.