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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Leading Edge Financial Planning's NJUL Position: Q1 2026 in Review

Leading Edge Financial Planning reduced its Innovator Growth-100 Power Buffer ETF July (NJUL) stake by 2.8% in Q1 2026, selling an estimated $6.18K and leaving 2,949 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #72.

Leading Edge Financial Planning first reported a position in NJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $334K in Q4 2023. 116 funds tracked by Wall St. Rank hold NJUL as of Q1 2026.

Leading Edge Financial Planning held 2,949 shares of Innovator Growth-100 Power Buffer ETF July worth $211K as of Q1 2026.
Leading Edge Financial Planning sold 85 Innovator Growth-100 Power Buffer ETF July shares in Q1 2026, an estimated $6.18K.
Innovator Growth-100 Power Buffer ETF July made up 0.04% of Leading Edge Financial Planning's portfolio in Q1 2026, its #72 holding.
Leading Edge Financial Planning first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
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 Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.