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D.J. St. Germain’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

D.J. St. Germain’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
Closed -$165 – 825
2023
Q4 		$165 Buy
+3
New +$158 ﹤0.01% 758

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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

D.J. St. Germain's NJUL Position: Q1 2024 in Review

D.J. St. Germain sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q1 2024, closing a stake of 3 shares — an estimated $165 sold.

D.J. St. Germain first reported a position in NJUL in Q4 2023 and held it in 1 quarter. The position peaked at $165 in Q4 2023. 87 funds tracked by Wall St. Rank hold NJUL as of Q1 2024.

  • D.J. St. Germain reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • D.J. St. Germain sold 3 Innovator Growth-100 Power Buffer ETF July shares in Q1 2024, an estimated $165.
  • D.J. St. Germain first reported a position in Innovator Growth-100 Power Buffer ETF July in Q4 2023 and held it in 1 quarter.
  • D.J. St. Germain's Innovator Growth-100 Power Buffer ETF July position peaked at $165 in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2024.

Based on D.J. St. Germain's 13F filing for Q1 2024, filed 2 Apr 2024.