NJAN — INNOVATOR ETFS TRUST

Ownership history in Consolidated Portfolio Review Corp  ·  7 quarters on record

This page tracks every 13F SEC filing in which Consolidated Portfolio Review Corp reported a position in INNOVATOR ETFS TRUST (NJAN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.18% (2024 Q1)
Avg. % of fund
0.14%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 17,176 -43 -0.2% 0.11% $914K $53.19
2025 Q2 ADDED 17,219 +769 +4.7% 0.12% $874K $50.75
2025 Q1 ADDED 16,450 +513 +3.2% 0.12% $763K $46.37
2024 Q4 UNCHANGED 15,937 — 0% 0.12% $766K $48.09
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NJAN price (monthly, adj. close)

Other funds also holding NJAN

As of 2025 Q4 — sorted by position size

Long Island Wealth Management, Inc. 2.5% My Personal CFO, LLC 3Y 0.89% Diligent Investors, LLC 3Y 7Y 0.69% FSA Advisors, Inc. 0.65% Clear Point Advisors Inc. 0.63% Crown Wealth Group, LLC 3Y 0.59% DHJJ Financial Advisors, Ltd. 3Y 0.56% Outlook Wealth Advisors, LLC 3Y 7Y 0.55% JDM Financial Group LLC 3Y 0.42% AdvisorNet Financial, Inc 3Y 7Y 0.42%
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