Cary Street Partners Investment Advisory’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Cary Street Partners Investment Advisory’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 Q1	–	Sell	-40,937	Closed	-$1.74M	–	1708
2022 Q4	$1.74M	Buy	+40,937	New	+$1.76M	0.13%	183

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

SWP

Summit Wealth Partners Orlando, Florida $702M AUM 16% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

DFA

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Cary Street Partners Investment Advisory's NJUL Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q1 2023, closing a stake of 40,937 shares — an estimated $1.74M sold.

Cary Street Partners Investment Advisory first reported a position in NJUL in Q4 2022 and held it in 1 quarter. The position peaked at $1.74M in Q4 2022. 48 funds tracked by Wall St. Rank hold NJUL as of Q1 2023.

Cary Street Partners Investment Advisory reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q1 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 40,937 Innovator Growth-100 Power Buffer ETF July shares in Q1 2023, an estimated $1.74M.
Cary Street Partners Investment Advisory first reported a position in Innovator Growth-100 Power Buffer ETF July in Q4 2022 and held it in 1 quarter.
Cary Street Partners Investment Advisory's Innovator Growth-100 Power Buffer ETF July position peaked at $1.74M in Q4 2022.
48 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.