Comprehensive Financial Consultants Institutional’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Comprehensive Financial Consultants Institutional’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	-3,651	Closed	-$201K	–	163
2023 Q4	$201K	Buy	+3,651	New	+$192K	0.09%	152

Other funds holding NJUL

LJAC

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

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

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

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

SWP

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

OBWG

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

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

Comprehensive Financial Consultants Institutional's NJUL Position: Q1 2024 in Review

Comprehensive Financial Consultants Institutional sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q1 2024, closing a stake of 3,651 shares — an estimated $201K sold.

Comprehensive Financial Consultants Institutional first reported a position in NJUL in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 87 funds tracked by Wall St. Rank hold NJUL as of Q1 2024.

Comprehensive Financial Consultants Institutional reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q1 2024 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 3,651 Innovator Growth-100 Power Buffer ETF July shares in Q1 2024, an estimated $201K.
Comprehensive Financial Consultants Institutional first reported a position in Innovator Growth-100 Power Buffer ETF July in Q4 2023 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Innovator Growth-100 Power Buffer ETF July position peaked at $201K in Q4 2023.
87 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2024, filed 2 May 2024.