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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

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TWM
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Osaic Holdings
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Commonwealth Equity Services
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LPL Financial
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Truist Financial
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OWA
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SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return