Tradition Wealth Management, LLC NJAN — INNOVATOR NASDAQ 100 PWRBUFR ETF

Ownership history in Tradition Wealth Management, LLC  ·  12 quarters on record

AI Ownership Summary

Tradition Wealth Management, LLC reported INNOVATOR NASDAQ 100 PWRBUFR ETF (NJAN) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.46% in 2025 Q1. The latest visible filing shows NJAN at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NJAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tradition Wealth Management, LLC's position in INNOVATOR NASDAQ 100 PWRBUFR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NJAN was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NJAN stock page Tradition Wealth Management, LLC fund profile Tradition Wealth Management, LLC full holdings
How Tradition Wealth Management, LLC held NJAN — position size vs. price
% of Fund (quarterly)    NJAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 49,920 -47,050 -48.5% 0.19% $2.7M 2026-05-15 $58.23
2025 Q4 REDUCED — — — 96,970 -3,721 -3.7% 0.38% $5.3M 2026-02-11 $55.02
2025 Q3 REDUCED — — — 100,691 -4,774 -4.5% 0.40% $5.4M 2025-11-13 $53.51
2025 Q2 REDUCED 6.5% +4.7% ❌ 105,465 -7,355 -6.5% 0.43% $5.4M 2025-08-12 $52.24
2025 Q1 ADDED — — — 112,820 +108,267 +2377.9% 0.46% $5.2M 2025-05-14 $49.01
2024 Q4 REDUCED — — — 4,553 -225 -4.7% 0.02% $219K 2025-02-13 $49.34
2024 Q3 REDUCED — — — 4,778 -86 -1.8% 0.02% $222K 2024-11-14 $47.44
2024 Q2 REDUCED — — — 4,864 -64 -1.3% 0.02% $221K 2024-08-12 $44.54
2024 Q1 ADDED — — — 4,928 +703 +16.6% 0.02% $215K 2024-05-13 $43.82
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NJAN

As of 2026 Q1 — sorted by position size

RED CRANE WEALTH MANAGEMENT, LLC 4.71% Cornerstone Wealth, LLC/TN 4.38% Long Island Wealth Management, Inc. 2.79% Encompass More Asset Management 1.63% Forty-three Eighteen Advisors, LLC 1.39% PERSONAL CFO SOLUTIONS, LLC 3Y 1.18% My Personal CFO, LLC 3Y 0.84% VanWeelden Wealth Management, LLC 0.8% Diligent Investors, LLC 3Y 7Y 0.68% FSA Advisors, Inc. 0.64%

FAQ About Tradition Wealth Management, LLC and NJAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tradition Wealth Management, LLC reported owning NJAN?

Tradition Wealth Management, LLC reported NJAN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported NJAN position in Tradition Wealth Management, LLC's portfolio?

The largest reported portfolio weight for NJAN was 0.46% in 2025 Q1.

What is the latest reported NJAN position on this page?

The most recent filing on this page is 2026 Q1, when Tradition Wealth Management, LLC reported 49,920 shares, equal to 0.19% of portfolio, with an estimated market value of $2.7M.

What does the chart on this NJAN ownership page compare?

The chart compares Tradition Wealth Management, LLC's quarterly NJAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Tradition Wealth Management, LLC time their NJAN position?

Based on 13F filing dates vs. subsequent NJAN price moves, Tradition Wealth Management, LLC correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on NJAN relative to SPY over the holding period was -6.2%.

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