CWM
NJUL icon

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

Castle 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
2024
Q1 		– Sell
-7,013
Closed -$386K – 123
2023
Q4 		$386K Hold
7,013
– – 0.23% 91
2023
Q3 		$356K Buy
+7,013
New +$361K 0.25% 80
2022
Q4 		– Sell
-1,300
Closed -$55K – 435
2022
Q3 		$55K Hold
1,300
– – 0.03% 202
2022
Q2 		$56K Buy
+1,300
New +$57.8K 0.03% 200

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SWP
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