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Evolution Wealth Management’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Evolution Wealth Management’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 		$166K Hold
2,327
– – 0.12% 123
2025
Q4 		$169K Sell
2,327
-271
-10% -$19.5K 0.14% 112
2025
Q3 		$185K Hold
2,598
– – 0.19% 93
2025
Q2 		$177K Buy
+2,598
New +$162K 0.22% 80

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

Evolution Wealth Management's NJUL Position: Q1 2026 in Review

Evolution Wealth Management held its Innovator Growth-100 Power Buffer ETF July (NJUL) position steady in Q1 2026 at 2,327 shares worth $166K. The position accounts for 0.12% of the portfolio, ranked #123.

Evolution Wealth Management first reported a position in NJUL in Q2 2025 and has held it in 4 quarters since. The position peaked at $185K in Q3 2025. 116 funds tracked by Wall St. Rank hold NJUL as of Q1 2026.

  • Evolution Wealth Management held 2,327 shares of Innovator Growth-100 Power Buffer ETF July worth $166K as of Q1 2026.
  • Evolution Wealth Management left its Innovator Growth-100 Power Buffer ETF July share count unchanged in Q1 2026.
  • Innovator Growth-100 Power Buffer ETF July made up 0.12% of Evolution Wealth Management's portfolio in Q1 2026, its #123 holding.
  • Evolution Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Innovator Growth-100 Power Buffer ETF July position peaked at $185K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.