GI
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Gradient Investments’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Gradient Investments’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
2025
Q4 		– Sell
-26,134
Closed -$1.86M – 371
2025
Q3 		$1.86M Sell
26,134
-2,231
-8% -$155K 0.03% 198
2025
Q2 		$1.93M Buy
+28,365
New +$1.77M 0.04% 191
2024
Q3 		– Sell
-2,138
Closed -$127K – 943
2024
Q2 		$127K Sell
2,138
-477
-18% -$27.8K ﹤0.01% 367
2024
Q1 		$151K Sell
2,615
-157,568
-98% -$8.89M ﹤0.01% 321
2023
Q4 		$8.83M Buy
160,183
+12,994
+9% +$684K 0.21% 127
2023
Q3 		$7.48M Buy
+147,189
New +$7.57M 0.2% 123
2022
Q4 		– Sell
-136,953
Closed -$5.75M – 1607
2022
Q3 		$5.75M Buy
+136,953
New +$6.1M 0.18% 131

Other funds holding NJUL

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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return