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

Alterna 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
2025
Q1 		– Sell
-6,496
Closed -$408K – 118
2024
Q4 		$408K Sell
6,496
-1,675
-20% -$104K 0.34% 62
2024
Q3 		$497K Buy
+8,171
New +$486K 0.45% 51

Other funds holding NJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $104B AUM 28.3% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Alterna Wealth Management's NJUL Position: Q1 2025 in Review

Alterna Wealth Management sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q1 2025, closing a stake of 6,496 shares — an estimated $408K sold.

Alterna Wealth Management first reported a position in NJUL in Q3 2024 and held it in 2 quarters. The position peaked at $497K in Q3 2024. 95 funds tracked by Wall St. Rank hold NJUL as of Q1 2025.

  • Alterna Wealth Management reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 6,496 Innovator Growth-100 Power Buffer ETF July shares in Q1 2025, an estimated $408K.
  • Alterna Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2024 and held it in 2 quarters.
  • Alterna Wealth Management's Innovator Growth-100 Power Buffer ETF July position peaked at $497K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2025.

Based on Alterna Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.