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HBW Advisory Services’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

HBW Advisory Services’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
2023
Q4 		– Sell
-4,430
Closed -$225K – 324
2023
Q3 		$225K Buy
+4,430
New +$228K 0.05% 249

Other funds holding NJUL

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBW Advisory Services's NJUL Position: Q4 2023 in Review

HBW Advisory Services sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q4 2023, closing a stake of 4,430 shares — an estimated $225K sold.

HBW Advisory Services first reported a position in NJUL in Q3 2023 and held it in 1 quarter. The position peaked at $225K in Q3 2023. 91 funds tracked by Wall St. Rank hold NJUL as of Q4 2023.

  • HBW Advisory Services reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • HBW Advisory Services sold 4,430 Innovator Growth-100 Power Buffer ETF July shares in Q4 2023, an estimated $225K.
  • HBW Advisory Services first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • HBW Advisory Services's Innovator Growth-100 Power Buffer ETF July position peaked at $225K in Q3 2023.
  • 91 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q4 2023.

Based on HBW Advisory Services's 13F filing for Q4 2023, filed 16 Jan 2024.