Csenge Advisory Group’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Csenge Advisory Group’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 Q4	–	Sell	-6,475	Closed	-$396K	–	740
2024 Q3	$396K	Hold	6,475	–	–	0.02%	481
2024 Q2	$385K	Hold	6,475	–	–	0.02%	472
2024 Q1	$373K	Sell	6,475 -600	-8%	-$33.9K	0.02%	500
2023 Q4	$390K	Hold	7,075	–	–	0.02%	469
2023 Q3	$359K	Hold	7,075	–	–	0.02%	445
2023 Q2	$363K	Hold	7,075	–	–	0.02%	449
2023 Q1	$339K	Hold	7,075	–	–	0.02%	441
2022 Q4	$301K	Buy	7,075 +2,028	+40%	+$87.4K	0.02%	462
2022 Q3	$212K	Buy	+5,047	New	+$225K	0.02%	550

Other funds holding NJUL

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

TWM

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Csenge Advisory Group's NJUL Position: Q4 2024 in Review

Csenge Advisory Group sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q4 2024, closing a stake of 6,475 shares — an estimated $396K sold.

Csenge Advisory Group first reported a position in NJUL in Q3 2022 and held it in 9 quarters. The position peaked at $396K in Q3 2024. 110 funds tracked by Wall St. Rank hold NJUL as of Q4 2024.

Csenge Advisory Group reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
Csenge Advisory Group sold 6,475 Innovator Growth-100 Power Buffer ETF July shares in Q4 2024, an estimated $396K.
Csenge Advisory Group first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2022 and held it in 9 quarters.
Csenge Advisory Group's Innovator Growth-100 Power Buffer ETF July position peaked at $396K in Q3 2024.
110 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q4 2024.

Based on Csenge Advisory Group's 13F filing for Q4 2024, filed 30 Jan 2025.