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

BCS 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
2026 Q2	$526K	Sell	6,787 -289	-4%	-$22K	0.09%	177
2026 Q1	$505K	Sell	7,076 -7,076	-50%	-$514K	0.1%	159
2025 Q4	$1.03M	Buy	14,152 +6,922	+96%	+$497K	0.1%	157
2025 Q3	$514K	Buy	7,230 +2,095	+41%	+$146K	0.12%	151
2025 Q2	$349K	Buy	5,135 +45	+0.9%	+$2.81K	0.08%	191
2025 Q1	$306K	Sell	5,090 -708	-12%	-$44.4K	0.08%	194
2024 Q4	$364K	Sell	5,798 -1,233	-18%	-$76.5K	0.09%	182
2024 Q3	$428K	Buy	7,031 +99	+1%	+$5.88K	0.18%	105
2024 Q2	$412K	Sell	6,932 -244	-3%	-$14.2K	0.2%	103
2024 Q1	$414K	Sell	7,176 -377	-5%	-$21.3K	0.13%	156
2023 Q4	$416K	Sell	7,553 -703	-9%	-$37K	0.15%	134
2023 Q3	$419K	Buy	8,256 +1,988	+32%	+$102K	0.17%	122
2023 Q2	$321K	Sell	6,268 -45	-0.7%	-$2.22K	0.23%	83
2023 Q1	$302K	Sell	6,313 -2,832	-31%	-$129K	0.14%	120
2022 Q4	$389K	Hold	9,145	–	–	0.16%	123
2022 Q3	$384K	Buy	9,145 +1,432	+19%	+$63.7K	0.18%	117
2022 Q2	$331K	Sell	7,713 -173	-2%	-$7.7K	0.15%	127
2022 Q1	$373K	Sell	7,886 -475	-6%	-$22.1K	0.15%	127
2021 Q4	$403K	Buy	8,361 +45	+0.5%	+$2.14K	0.14%	125
2021 Q3	$386K	Buy	8,316 +1,518	+22%	+$70.9K	0.16%	117
2021 Q2	$313K	Buy	+6,798	New	+$312K	0.17%	112

Other funds holding NJUL

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BCS Wealth Management's NJUL Position: Q2 2026 in Review

BCS Wealth Management reduced its Innovator Growth-100 Power Buffer ETF July (NJUL) stake by 4.1% in Q2 2026, selling an estimated $22K and leaving 6,787 shares worth $526K. The position accounts for 0.09% of the portfolio, ranked #177.

BCS Wealth Management first reported a position in NJUL in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.03M in Q4 2025. 17 funds tracked by Wall St. Rank hold NJUL as of Q2 2026.

BCS Wealth Management held 6,787 shares of Innovator Growth-100 Power Buffer ETF July worth $526K as of Q2 2026.
BCS Wealth Management sold 289 Innovator Growth-100 Power Buffer ETF July shares in Q2 2026, an estimated $22K.
Innovator Growth-100 Power Buffer ETF July made up 0.09% of BCS Wealth Management's portfolio in Q2 2026, its #177 holding.
BCS Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2021 and has held it in 21 quarters since.
BCS Wealth Management's Innovator Growth-100 Power Buffer ETF July position peaked at $1.03M in Q4 2025.
17 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.