Capital Analysts LLC’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Capital Analysts LLC’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
2026 Q2	$369K	Buy	4,766 +152	+3%	+$11.6K	0.01%	556
2026 Q1	$330K	Hold	4,614	–	–	0.01%	540
2025 Q4	$335K	Sell	4,614 -488	-10%	-$35K	0.01%	502
2025 Q3	$363K	Hold	5,102	–	–	0.01%	475
2025 Q2	$347K	Sell	5,102 -293	-5%	-$18.3K	0.01%	441
2025 Q1	$324K	Buy	5,395 +906	+20%	+$56.8K	0.01%	432
2024 Q4	$282K	Hold	4,489	–	–	0.01%	420
2024 Q3	$273K	Hold	4,489	–	–	0.01%	420
2024 Q2	$267K	Sell	4,489 -3,855	-46%	-$225K	0.01%	416
2024 Q1	$481K	Hold	8,344	–	–	0.02%	320
2023 Q4	$460K	Sell	8,344 -582	-7%	-$30.6K	0.02%	321
2023 Q3	$454K	Buy	8,926 +1,472	+20%	+$75.7K	0.03%	310
2023 Q2	$382K	Buy	7,454 +6,872	+1,181%	+$340K	0.02%	322
2023 Q1	$28K	Hold	582	–	–	﹤0.01%	671
2022 Q4	$25K	Buy	+582	New	+$25.1K	﹤0.01%	722
2022 Q1	–	Sell	-649	Closed	-$31K	–	1002
2021 Q4	$31K	Hold	649	–	–	﹤0.01%	643
2021 Q3	$30K	Hold	649	–	–	﹤0.01%	643
2021 Q2	$30K	Buy	+649	New	+$29.8K	﹤0.01%	616

Other funds holding NJUL

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Analysts LLC's NJUL Position: Q2 2026 in Review

Capital Analysts LLC increased its Innovator Growth-100 Power Buffer ETF July (NJUL) stake by 3.3% in Q2 2026, buying an estimated $11.6K and bringing the position to 4,766 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #556.

Capital Analysts LLC first reported a position in NJUL in Q2 2021 and has held it in 18 quarters since. The position peaked at $481K in Q1 2024. 116 funds tracked by Wall St. Rank hold NJUL as of Q2 2026.

Capital Analysts LLC held 4,766 shares of Innovator Growth-100 Power Buffer ETF July worth $369K as of Q2 2026.
Capital Analysts LLC bought 152 Innovator Growth-100 Power Buffer ETF July shares in Q2 2026, an estimated $11.6K.
Innovator Growth-100 Power Buffer ETF July made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #556 holding.
Capital Analysts LLC first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2021 and has held it in 18 quarters since.
Capital Analysts LLC's Innovator Growth-100 Power Buffer ETF July position peaked at $481K in Q1 2024.
116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.