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New Wave Wealth Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

New Wave Wealth Advisors’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 		$257K Hold
3,595
– – 0.09% 166
2025
Q4 		$261K Hold
3,595
– – 0.1% 151
2025
Q3 		$256K Buy
+3,595
New +$250K 0.1% 138

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

New Wave Wealth Advisors's NJUL Position: Q1 2026 in Review

New Wave Wealth Advisors held its Innovator Growth-100 Power Buffer ETF July (NJUL) position steady in Q1 2026 at 3,595 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #166.

New Wave Wealth Advisors first reported a position in NJUL in Q3 2025 and has held it in 3 quarters since. The position peaked at $261K in Q4 2025. 116 funds tracked by Wall St. Rank hold NJUL as of Q1 2026.

  • New Wave Wealth Advisors held 3,595 shares of Innovator Growth-100 Power Buffer ETF July worth $257K as of Q1 2026.
  • New Wave Wealth Advisors left its Innovator Growth-100 Power Buffer ETF July share count unchanged in Q1 2026.
  • Innovator Growth-100 Power Buffer ETF July made up 0.09% of New Wave Wealth Advisors's portfolio in Q1 2026, its #166 holding.
  • New Wave Wealth Advisors first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2025 and has held it in 3 quarters since.
  • New Wave Wealth Advisors's Innovator Growth-100 Power Buffer ETF July position peaked at $261K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.