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Atria Wealth Solutions’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Atria Wealth Solutions’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
Q2 		$544K Sell
7,993
-206
-3% -$12.9K 0.01% 879
2025
Q1 		$492K Sell
8,199
-10,298
-56% -$646K 0.01% 1207
2024
Q4 		$1.16M Sell
18,497
-3,905
-17% -$242K 0.01% 873
2024
Q3 		$1.36M Buy
22,402
+14,301
+177% +$850K 0.01% 798
2024
Q2 		$482K Buy
8,101
+2,338
+41% +$136K 0.01% 1257
2024
Q1 		$332K Sell
5,763
-4,148
-42% -$234K ﹤0.01% 1495
2023
Q4 		$546K Buy
9,911
+5,503
+125% +$290K 0.01% 1166
2023
Q3 		$224K Buy
+4,408
New +$227K ﹤0.01% 1620

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return