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

AE 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 Q1	$330K	Sell	4,620 -1,104	-19%	-$80.2K	﹤0.01%	1327
2025 Q4	$416K	Sell	5,724 -7,661	-57%	-$550K	﹤0.01%	1147
2025 Q3	$952K	Buy	13,385 +1,832	+16%	+$127K	0.01%	762
2025 Q2	$786K	Sell	11,553 -241	-2%	-$15.1K	0.01%	788
2025 Q1	$708K	Sell	11,794 -128	-1%	-$8.03K	0.01%	814
2024 Q4	$748K	Sell	11,922 -28,097	-70%	-$1.74M	0.01%	775
2024 Q3	$2.43M	Buy	40,019 +13,636	+52%	+$810K	0.02%	480
2024 Q2	$1.57M	Buy	26,383 +12,413	+89%	+$723K	0.02%	587
2024 Q1	$805K	Sell	13,970 -2,013	-13%	-$114K	0.01%	703
2023 Q4	$897K	Sell	15,983 -13,859	-46%	-$729K	﹤0.01%	1200
2023 Q3	$1.52M	Buy	29,842 +8,832	+42%	+$454K	0.01%	937
2023 Q2	$1.08M	Buy	+21,010	New	+$1.04M	0.01%	1062
2022 Q4	–	Sell	-5,669	Closed	-$238K	–	1881
2022 Q3	$238K	Buy	+5,669	New	+$252K	﹤0.01%	1555

Other funds holding NJUL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AE Wealth Management's NJUL Position: Q1 2026 in Review

AE Wealth Management reduced its Innovator Growth-100 Power Buffer ETF July (NJUL) stake by 19% in Q1 2026, selling an estimated $80.2K and leaving 4,620 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

AE Wealth Management first reported a position in NJUL in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.43M in Q3 2024. 116 funds tracked by Wall St. Rank hold NJUL as of Q1 2026.

AE Wealth Management held 4,620 shares of Innovator Growth-100 Power Buffer ETF July worth $330K as of Q1 2026.
AE Wealth Management sold 1,104 Innovator Growth-100 Power Buffer ETF July shares in Q1 2026, an estimated $80.2K.
Innovator Growth-100 Power Buffer ETF July made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1327 holding.
AE Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2022 and has held it in 13 quarters since.
AE Wealth Management's Innovator Growth-100 Power Buffer ETF July position peaked at $2.43M in Q3 2024.
116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.