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EverSource Wealth Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$162K Sell
2,264
-16
-0.7% -$1.16K ﹤0.01% 1168
2025
Q4 		$166K Sell
2,280
-89
-4% -$6.39K 0.01% 1041
2025
Q3 		$168K Hold
2,369
– – 0.01% 998
2025
Q2 		$161K Hold
2,369
– – 0.01% 960
2025
Q1 		$142K Hold
2,369
– – 0.01% 782
2024
Q4 		$149K Buy
2,369
+1,348
+132% +$83.7K 0.01% 769
2024
Q3 		$62.1K Sell
1,021
-293
-22% -$17.4K ﹤0.01% 978
2024
Q2 		$77.8K Sell
1,314
-443
-25% -$25.8K 0.01% 903
2024
Q1 		$100K Buy
+1,757
New +$99.2K 0.01% 702

Other funds holding NJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return