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Arete Wealth Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Arete Wealth 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
2025
Q4 		– Sell
-3,078
Closed -$218K – 616
2025
Q3 		$218K Buy
+3,078
New +$214K 0.01% 702

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 $104B AUM 28.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Principal Securities
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arete Wealth Advisors's NJUL Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q4 2025, closing a stake of 3,078 shares — an estimated $218K sold.

Arete Wealth Advisors first reported a position in NJUL in Q3 2025 and held it in 1 quarter. The position peaked at $218K in Q3 2025. 118 funds tracked by Wall St. Rank hold NJUL as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,078 Innovator Growth-100 Power Buffer ETF July shares in Q4 2025, an estimated $218K.
  • Arete Wealth Advisors first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2025 and held it in 1 quarter.
  • Arete Wealth Advisors's Innovator Growth-100 Power Buffer ETF July position peaked at $218K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.