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Frisch Financial Group’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Frisch Financial Group’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 		– Sell
-3,391
Closed -$246K – 173
2025
Q4 		$246K Hold
3,391
– – 0.06% 138
2025
Q3 		$241K Buy
+3,391
New +$236K 0.06% 128

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KAS
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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

Frisch Financial Group's NJUL Position: Q1 2026 in Review

Frisch Financial Group sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q1 2026, closing a stake of 3,391 shares — an estimated $246K sold.

Frisch Financial Group first reported a position in NJUL in Q3 2025 and held it in 2 quarters. The position peaked at $246K in Q4 2025. 116 funds tracked by Wall St. Rank hold NJUL as of Q1 2026.

  • Frisch Financial Group reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Frisch Financial Group sold 3,391 Innovator Growth-100 Power Buffer ETF July shares in Q1 2026, an estimated $246K.
  • Frisch Financial Group first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2025 and held it in 2 quarters.
  • Frisch Financial Group's Innovator Growth-100 Power Buffer ETF July position peaked at $246K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.