Institutional & Family Asset Management’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Institutional & Family 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 Q4	–	Sell	-980	Closed	-$45K	–	881
2021 Q3	$45K	Hold	980	–	–	0.01%	343
2021 Q2	$45K	Buy	+980	New	+$45K	0.01%	347

Other funds holding NJUL

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Institutional & Family Asset Management's NJUL Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q4 2021, closing a stake of 980 shares — an estimated $45K sold.

Institutional & Family Asset Management first reported a position in NJUL in Q2 2021 and held it in 2 quarters. The position peaked at $45K in Q3 2021. 34 funds tracked by Wall St. Rank hold NJUL as of Q4 2021.

Institutional & Family Asset Management reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 980 Innovator Growth-100 Power Buffer ETF July shares in Q4 2021, an estimated $45K.
Institutional & Family Asset Management first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2021 and held it in 2 quarters.
Institutional & Family Asset Management's Innovator Growth-100 Power Buffer ETF July position peaked at $45K in Q3 2021.
34 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.