Janney Montgomery Scott
NJUL icon

Janney Montgomery Scott’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Janney Montgomery Scott’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 		$5.97M Buy
83,663
+3,589
+4% +$261K 0.01% 770
2025
Q4 		$5.82M Buy
80,074
+1,244
+2% +$89.3K 0.01% 835
2025
Q3 		$5.61M Buy
78,830
+2,901
+4% +$202K 0.01% 840
2025
Q2 		$5.17M Buy
75,929
+7,391
+11% +$462K 0.01% 805
2025
Q1 		$4.11M Buy
68,538
+7,236
+12% +$454K 0.01% 852
2024
Q4 		$3.85M Buy
61,302
+7,639
+14% +$474K 0.01% 873
2024
Q3 		$3.26M Buy
53,663
+12,374
+30% +$735K 0.01% 917
2024
Q2 		$2.46M Buy
41,289
+18,712
+83% +$1.09M 0.01% 1005
2024
Q1 		$1.3M Buy
22,577
+12,544
+125% +$708K ﹤0.01% 1374
2023
Q4 		$553K Buy
+10,033
New +$528K ﹤0.01% 1823

Other funds holding NJUL

Osaic Holdings
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
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