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 Q2	$74.5K	Sell	962 -1,302	-58%	-$99K	﹤0.01%	1542
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 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

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

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

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EverSource Wealth Advisors's NJUL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Innovator Growth-100 Power Buffer ETF July (NJUL) stake by 58% in Q2 2026, selling an estimated $99K and leaving 962 shares worth $74.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

EverSource Wealth Advisors first reported a position in NJUL in Q1 2024 and has held it in 10 quarters since. The position peaked at $168K in Q3 2025. 116 funds tracked by Wall St. Rank hold NJUL as of Q2 2026.

EverSource Wealth Advisors held 962 shares of Innovator Growth-100 Power Buffer ETF July worth $74.5K as of Q2 2026.
EverSource Wealth Advisors sold 1,302 Innovator Growth-100 Power Buffer ETF July shares in Q2 2026, an estimated $99K.
Innovator Growth-100 Power Buffer ETF July made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1542 holding.
EverSource Wealth Advisors first reported a position in Innovator Growth-100 Power Buffer ETF July in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Innovator Growth-100 Power Buffer ETF July position peaked at $168K in Q3 2025.
116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.