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Aegis Wealth Management (Iowa)’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Aegis Wealth Management (Iowa)’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 		$219K Buy
+2,834
New +$216K 0.14% 110

Other funds holding NJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s NJUL Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) opened a new position in Innovator Growth-100 Power Buffer ETF July (NJUL) in Q2 2026: 2,834 shares worth $219K. The stake represents 0.14% of the portfolio and ranks #110 among its holdings.

115 funds tracked by Wall St. Rank hold NJUL as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 2,834 shares of Innovator Growth-100 Power Buffer ETF July worth $219K as of Q2 2026.
  • Innovator Growth-100 Power Buffer ETF July was a new Aegis Wealth Management (Iowa) position in Q2 2026.
  • Innovator Growth-100 Power Buffer ETF July made up 0.14% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #110 holding.
  • 115 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.