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Accuvest Global Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Accuvest Global Advisors’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
2024
Q2 		– Sell
-4,728
Closed -$272K – 84
2024
Q1 		$272K Buy
+4,728
New +$267K 0.12% 104
2023
Q4 		– Sell
-10,970
Closed -$557K – 115
2023
Q3 		$557K Buy
+10,970
New +$565K 0.31% 57

Other funds holding NJUL

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Accuvest Global Advisors's NJUL Position: Q2 2024 in Review

Accuvest Global Advisors sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q2 2024, closing a stake of 4,728 shares — an estimated $272K sold.

Accuvest Global Advisors first reported a position in NJUL in Q3 2023 and held it in 2 quarters. The position peaked at $557K in Q3 2023. 88 funds tracked by Wall St. Rank hold NJUL as of Q2 2024.

  • Accuvest Global Advisors reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 4,728 Innovator Growth-100 Power Buffer ETF July shares in Q2 2024, an estimated $272K.
  • Accuvest Global Advisors first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2023 and held it in 2 quarters.
  • Accuvest Global Advisors's Innovator Growth-100 Power Buffer ETF July position peaked at $557K in Q3 2023.
  • 88 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2024.

Based on Accuvest Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.