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Avantax Planning Partners’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Avantax Planning Partners’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
2024
Q3 		– Sell
-3,481
Closed -$207K – 470
2024
Q2 		$207K Buy
+3,481
New +$203K 0.01% 444

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TWM
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
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MI
Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 1-Year Est. Return

Avantax Planning Partners's NJUL Position: Q3 2024 in Review

Avantax Planning Partners sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q3 2024, closing a stake of 3,481 shares — an estimated $207K sold.

Avantax Planning Partners first reported a position in NJUL in Q2 2024 and held it in 1 quarter. The position peaked at $207K in Q2 2024. 101 funds tracked by Wall St. Rank hold NJUL as of Q3 2024.

  • Avantax Planning Partners reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 3,481 Innovator Growth-100 Power Buffer ETF July shares in Q3 2024, an estimated $207K.
  • Avantax Planning Partners first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2024 and held it in 1 quarter.
  • Avantax Planning Partners's Innovator Growth-100 Power Buffer ETF July position peaked at $207K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.