Cambridge Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Cambridge Advisors’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 Q2	–	Sell	-28,155	Closed	-$1.35M	–	173
2023 Q1	$1.35M	Sell	28,155 -215	-0.8%	-$9.76K	0.35%	48
2022 Q4	$1.21M	Buy	28,370 +1,505	+6%	+$64.9K	0.32%	52
2022 Q3	$1.13M	Buy	26,865 +8,645	+47%	+$385K	0.32%	51
2022 Q2	$783K	Buy	18,220 +1,000	+6%	+$44.5K	0.21%	73
2022 Q1	$815K	Buy	17,220 +3,123	+22%	+$145K	0.19%	86
2021 Q4	$679K	Buy	14,097 +3,157	+29%	+$150K	0.15%	101
2021 Q3	$507K	Sell	10,940 -439	-4%	-$20.5K	0.12%	118
2021 Q2	$525K	Sell	11,379 -18,460	-62%	-$847K	0.13%	112
2021 Q1	$1.36M	Buy	+29,839	New	+$1.34M	0.35%	47

Other funds holding NJUL

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

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

SWP

Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return

CWS

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

SFA

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cambridge Advisors's NJUL Position: Q2 2023 in Review

Cambridge Advisors sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q2 2023, closing a stake of 28,155 shares — an estimated $1.35M sold.

Cambridge Advisors first reported a position in NJUL in Q1 2021 and held it in 9 quarters. The position peaked at $1.36M in Q1 2021. 49 funds tracked by Wall St. Rank hold NJUL as of Q2 2023.

Cambridge Advisors reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q2 2023 after selling out during the quarter.
Cambridge Advisors sold 28,155 Innovator Growth-100 Power Buffer ETF July shares in Q2 2023, an estimated $1.35M.
Cambridge Advisors first reported a position in Innovator Growth-100 Power Buffer ETF July in Q1 2021 and held it in 9 quarters.
Cambridge Advisors's Innovator Growth-100 Power Buffer ETF July position peaked at $1.36M in Q1 2021.
49 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2023.

Based on Cambridge Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.