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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
2026
Q1 		– Sell
-3,078
Closed -$224K – 589
2025
Q4 		$224K Hold
3,078
– – 0.01% 687
2025
Q3 		$218K Buy
+3,078
New +$214K 0.01% 702

Other funds holding NJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arete Wealth Advisors's NJUL Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q1 2026, closing a stake of 3,078 shares — an estimated $224K sold.

Arete Wealth Advisors first reported a position in NJUL in Q3 2025 and held it in 2 quarters. The position peaked at $224K in Q4 2025. 116 funds tracked by Wall St. Rank hold NJUL as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,078 Innovator Growth-100 Power Buffer ETF July shares in Q1 2026, an estimated $224K.
  • Arete Wealth Advisors first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's Innovator Growth-100 Power Buffer ETF July position peaked at $224K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.