KWM
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KFG Wealth Management’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

KFG Wealth 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
2026
Q1 		$412K Sell
5,769
-32
-0.6% -$2.33K 0.05% 151
2025
Q4 		$421K Sell
5,801
-104
-2% -$7.47K 0.06% 152
2025
Q3 		$420K Sell
5,905
-56
-0.9% -$3.89K 0.06% 143
2025
Q2 		$406K Sell
5,961
-140
-2% -$8.75K 0.07% 138
2025
Q1 		$366K Sell
6,101
-315
-5% -$19.8K 0.07% 134
2024
Q4 		$403K Sell
6,416
-86
-1% -$5.34K 0.08% 121
2024
Q3 		$395K Buy
6,502
+987
+18% +$58.6K 0.09% 126
2024
Q2 		$328K Hold
5,515
– – 0.13% 117
2024
Q1 		$318K Buy
+5,515
New +$311K 0.13% 116
2023
Q4 		– Sell
-5,494
Closed -$279K – 139
2023
Q3 		$279K Buy
+5,494
New +$283K 0.15% 105

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