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Leading Edge Financial Planning’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Leading Edge Financial Planning’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
Q2 		– Sell
-2,949
Closed -$211K – 81
2026
Q1 		$211K Sell
2,949
-85
-3% -$6.18K 0.04% 72
2025
Q4 		$220K Sell
3,034
-190
-6% -$13.6K 0.05% 61
2025
Q3 		$229K Buy
3,224
+7
+0.2% +$486 0.06% 56
2025
Q2 		$219K Sell
3,217
-200
-6% -$12.5K 0.06% 54
2025
Q1 		$205K Sell
3,417
-225
-6% -$14.1K 0.06% 57
2024
Q4 		$229K Hold
3,642
– – 0.08% 54
2024
Q3 		$222K Sell
3,642
-100
-3% -$5.94K 0.07% 53
2024
Q2 		$222K Sell
3,742
-1,364
-27% -$79.5K 0.09% 47
2024
Q1 		$294K Sell
5,106
-957
-16% -$54K 0.13% 38
2023
Q4 		$334K Sell
6,063
-366
-6% -$19.3K 0.17% 40
2023
Q3 		$327K Buy
+6,429
New +$331K 0.21% 46

Other funds holding NJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Leading Edge Financial Planning's NJUL Position: Q2 2026 in Review

Leading Edge Financial Planning sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q2 2026, closing a stake of 2,949 shares — an estimated $211K sold.

Leading Edge Financial Planning first reported a position in NJUL in Q3 2023 and held it in 11 quarters. The position peaked at $334K in Q4 2023. 116 funds tracked by Wall St. Rank hold NJUL as of Q2 2026.

  • Leading Edge Financial Planning reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Leading Edge Financial Planning sold 2,949 Innovator Growth-100 Power Buffer ETF July shares in Q2 2026, an estimated $211K.
  • Leading Edge Financial Planning first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2023 and held it in 11 quarters.
  • Leading Edge Financial Planning's Innovator Growth-100 Power Buffer ETF July position peaked at $334K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.