LFAS
NJUL icon

Level Four Advisory Services’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Level Four Advisory 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
2024
Q2 		– Sell
-4,984
Closed -$275K – 839
2024
Q1 		$275K Hold
4,984
– – 0.02% 635
2023
Q4 		$275K Sell
4,984
-1,895
-28% -$99.7K 0.02% 634
2023
Q3 		$349K Sell
6,879
-4,157
-38% -$214K 0.02% 543
2023
Q2 		$566K Sell
11,036
-6,430
-37% -$318K 0.03% 437
2023
Q1 		$837K Sell
17,466
-6,560
-27% -$298K 0.05% 313
2022
Q4 		$1.02M Buy
24,026
+410
+2% +$17.7K 0.08% 244
2022
Q3 		$992K Buy
+23,616
New +$1.05M 0.1% 206

Other funds holding NJUL

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 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