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Keystone Wealth Services’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Keystone Wealth 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
2026
Q1 		$436K Sell
6,100
-3,710
-38% -$270K 0.09% 208
2025
Q4 		$658K Buy
9,810
+3,710
+61% +$266K 0.14% 120
2025
Q3 		$434K Hold
6,100
– – 0.09% 201
2025
Q2 		$415K Hold
6,100
– – 0.1% 195
2025
Q1 		$366K Hold
6,100
– – 0.1% 184
2024
Q4 		$383K Hold
6,100
– – 0.1% 175
2024
Q3 		$371K Hold
6,100
– – 0.1% 176
2024
Q2 		$363K Hold
6,100
– – 0.11% 159
2024
Q1 		$352K Hold
6,100
– – 0.11% 157
2023
Q4 		$336K Hold
6,100
– – 0.12% 158
2023
Q3 		$310K Buy
+6,100
New +$314K 0.12% 159

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
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

Keystone Wealth Services's NJUL Position: Q1 2026 in Review

Keystone Wealth Services reduced its Innovator Growth-100 Power Buffer ETF July (NJUL) stake by 38% in Q1 2026, selling an estimated $270K and leaving 6,100 shares worth $436K. The position accounts for 0.09% of the portfolio, ranked #208.

Keystone Wealth Services first reported a position in NJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $658K in Q4 2025. 116 funds tracked by Wall St. Rank hold NJUL as of Q1 2026.

  • Keystone Wealth Services held 6,100 shares of Innovator Growth-100 Power Buffer ETF July worth $436K as of Q1 2026.
  • Keystone Wealth Services sold 3,710 Innovator Growth-100 Power Buffer ETF July shares in Q1 2026, an estimated $270K.
  • Innovator Growth-100 Power Buffer ETF July made up 0.09% of Keystone Wealth Services's portfolio in Q1 2026, its #208 holding.
  • Keystone Wealth Services first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
  • Keystone Wealth Services's Innovator Growth-100 Power Buffer ETF July position peaked at $658K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.