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Blue Trust Inc’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Blue Trust Inc’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
2023
Q3 		– Sell
-866
Closed -$41K – 2212
2023
Q2 		$41K Buy
+866
New +$42.8K ﹤0.01% 766

Other funds holding NJUL

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Blue Trust Inc's NJUL Position: Q3 2023 in Review

Blue Trust Inc sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q3 2023, closing a stake of 866 shares — an estimated $41K sold.

Blue Trust Inc first reported a position in NJUL in Q2 2023 and held it in 1 quarter. The position peaked at $41K in Q2 2023. 78 funds tracked by Wall St. Rank hold NJUL as of Q3 2023.

  • Blue Trust Inc reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q3 2023 after selling out during the quarter.
  • Blue Trust Inc sold 866 Innovator Growth-100 Power Buffer ETF July shares in Q3 2023, an estimated $41K.
  • Blue Trust Inc first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2023 and held it in 1 quarter.
  • Blue Trust Inc's Innovator Growth-100 Power Buffer ETF July position peaked at $41K in Q2 2023.
  • 78 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.