AWM
NJUL icon

Accurate Wealth Management’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Accurate Wealth Management’s Portfolio NJUL Stock Details NJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$424K Buy
5,511
+2,727
+98% +$207K 0.04% 382
2026
Q1 		$205K Sell
2,784
-3
-0.1% -$218 0.02% 518
2025
Q4 		$204K Sell
2,787
-85
-3% -$6.1K 0.03% 492
2025
Q3 		$204K Sell
2,872
-404
-12% -$28.1K 0.03% 479
2025
Q2 		$224K Sell
3,276
-290
-8% -$18.1K 0.03% 411
2025
Q1 		$210K Hold
3,566
– – 0.04% 359
2024
Q4 		$223K Sell
3,566
-200
-5% -$12.4K 0.04% 350
2024
Q3 		$230K Buy
3,766
+400
+12% +$23.8K 0.05% 338
2024
Q2 		$203K Buy
+3,366
New +$196K 0.05% 319

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CWS
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CAC
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FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return