Berkshire Money Management’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Berkshire Money 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
2025 Q3	–	Sell	-2,266	Closed	-$154K	–	101
2025 Q2	$154K	Buy	+2,266	New	+$142K	0.02%	110
2024 Q3	–	Sell	-16,208	Closed	-$964K	–	41
2024 Q2	$964K	Hold	16,208	–	–	0.12%	30
2024 Q1	$934K	Sell	16,208 -165,544	-91%	-$9.34M	0.11%	35
2023 Q4	$10M	Buy	181,752 +15,445	+9%	+$813K	1.33%	17
2023 Q3	$8.45M	Buy	+166,307	New	+$8.56M	1.28%	18

Other funds holding NJUL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Berkshire Money Management's NJUL Position: Q3 2025 in Review

Berkshire Money Management sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q3 2025, closing a stake of 2,266 shares — an estimated $154K sold.

Berkshire Money Management first reported a position in NJUL in Q3 2023 and held it in 5 quarters. The position peaked at $10M in Q4 2023. 115 funds tracked by Wall St. Rank hold NJUL as of Q3 2025.

Berkshire Money Management reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q3 2025 after selling out during the quarter.
Berkshire Money Management sold 2,266 Innovator Growth-100 Power Buffer ETF July shares in Q3 2025, an estimated $154K.
Berkshire Money Management first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2023 and held it in 5 quarters.
Berkshire Money Management's Innovator Growth-100 Power Buffer ETF July position peaked at $10M in Q4 2023.
115 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.