BTWM
NJUL icon

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

Brass Tax 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
2025
Q3 		$251K Buy
+3,530
New +$245K 0.04% 205

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
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

Brass Tax Wealth Management's NJUL Position: Q3 2025 in Review

Brass Tax Wealth Management opened a new position in Innovator Growth-100 Power Buffer ETF July (NJUL) in Q3 2025: 3,530 shares worth $251K. The stake represents 0.04% of the portfolio and ranks #205 among its holdings.

115 funds tracked by Wall St. Rank hold NJUL as of Q3 2025.

  • Brass Tax Wealth Management held 3,530 shares of Innovator Growth-100 Power Buffer ETF July worth $251K as of Q3 2025.
  • Innovator Growth-100 Power Buffer ETF July was a new Brass Tax Wealth Management position in Q3 2025.
  • Innovator Growth-100 Power Buffer ETF July made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #205 holding.
  • 115 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.