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Calton & Associates’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Calton & Associates’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
Q4 		– Sell
-7,960
Closed -$404K – 269
2023
Q3 		$404K Buy
+7,960
New +$410K 0.59% 45

Other funds holding NJUL

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Calton & Associates's NJUL Position: Q4 2023 in Review

Calton & Associates sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q4 2023, closing a stake of 7,960 shares — an estimated $404K sold.

Calton & Associates first reported a position in NJUL in Q3 2023 and held it in 1 quarter. The position peaked at $404K in Q3 2023. 91 funds tracked by Wall St. Rank hold NJUL as of Q4 2023.

  • Calton & Associates reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Calton & Associates sold 7,960 Innovator Growth-100 Power Buffer ETF July shares in Q4 2023, an estimated $404K.
  • Calton & Associates first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • Calton & Associates's Innovator Growth-100 Power Buffer ETF July position peaked at $404K in Q3 2023.
  • 91 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q4 2023.

Based on Calton & Associates's 13F filing for Q4 2023, filed 7 Feb 2024.