Cedar Brook Financial Partners’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-4,201	Closed	-$242K	–	273
2024 Q1	$242K	Sell	4,201 -2,340	-36%	-$132K	0.05%	366
2023 Q4	$361K	Sell	6,541 -13,827	-68%	-$728K	0.08%	246
2023 Q3	$1.03M	Buy	20,368 +9,075	+80%	+$467K	0.27%	91
2023 Q2	$579K	Buy	+11,293	New	+$558K	0.14%	157

Other funds holding NJUL

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

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

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

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

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

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

Cedar Brook Financial Partners's NJUL Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q2 2024, closing a stake of 4,201 shares — an estimated $242K sold.

Cedar Brook Financial Partners first reported a position in NJUL in Q2 2023 and held it in 4 quarters. The position peaked at $1.03M in Q3 2023. 88 funds tracked by Wall St. Rank hold NJUL as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 4,201 Innovator Growth-100 Power Buffer ETF July shares in Q2 2024, an estimated $242K.
Cedar Brook Financial Partners first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2023 and held it in 4 quarters.
Cedar Brook Financial Partners's Innovator Growth-100 Power Buffer ETF July position peaked at $1.03M in Q3 2023.
88 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.