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Michels Family Financial’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Michels Family Financial’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 		$486K Hold
6,811
– – 0.35% 88
2025
Q4 		$495K Sell
6,811
-25
-0.4% -$1.79K 0.36% 87
2025
Q3 		$486K Buy
6,836
+3,675
+116% +$255K 0.38% 87
2025
Q2 		$215K Buy
+3,161
New +$197K 0.18% 121

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 $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return

Michels Family Financial's NJUL Position: Q1 2026 in Review

Michels Family Financial held its Innovator Growth-100 Power Buffer ETF July (NJUL) position steady in Q1 2026 at 6,811 shares worth $486K. The position accounts for 0.35% of the portfolio, ranked #88.

Michels Family Financial first reported a position in NJUL in Q2 2025 and has held it in 4 quarters since. The position peaked at $495K in Q4 2025. 116 funds tracked by Wall St. Rank hold NJUL as of Q1 2026.

  • Michels Family Financial held 6,811 shares of Innovator Growth-100 Power Buffer ETF July worth $486K as of Q1 2026.
  • Michels Family Financial left its Innovator Growth-100 Power Buffer ETF July share count unchanged in Q1 2026.
  • Innovator Growth-100 Power Buffer ETF July made up 0.35% of Michels Family Financial's portfolio in Q1 2026, its #88 holding.
  • Michels Family Financial first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2025 and has held it in 4 quarters since.
  • Michels Family Financial's Innovator Growth-100 Power Buffer ETF July position peaked at $495K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.