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Financial Gravity Asset Management’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Financial Gravity Asset 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
2021
Q3 		– Sell
-240
Closed -$11K – 989
2021
Q2 		$11K Buy
+240
New +$11K ﹤0.01% 903

Other funds holding NJUL

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Gravity Asset Management's NJUL Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q3 2021, closing a stake of 240 shares — an estimated $11K sold.

Financial Gravity Asset Management first reported a position in NJUL in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 28 funds tracked by Wall St. Rank hold NJUL as of Q3 2021.

  • Financial Gravity Asset Management reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q3 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 240 Innovator Growth-100 Power Buffer ETF July shares in Q3 2021, an estimated $11K.
  • Financial Gravity Asset Management first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2021 and held it in 1 quarter.
  • Financial Gravity Asset Management's Innovator Growth-100 Power Buffer ETF July position peaked at $11K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.