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Next Financial Group’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Next Financial Group’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
2021
Q4 		$6K Hold
119
– – ﹤0.01% 2372
2021
Q3 		$6K Buy
+119
New +$5.56K ﹤0.01% 2204
2021
Q1 		– Sell
-600
Closed -$27K – 2604
2020
Q4 		$27K Hold
600
– – ﹤0.01% 1422
2020
Q3 		$26K Buy
+600
New +$25.3K ﹤0.01% 1320

Other funds holding NJUL

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Next Financial Group's NJUL Position: Q4 2021 in Review

Next Financial Group held its Innovator Growth-100 Power Buffer ETF July (NJUL) position steady in Q4 2021 at 119 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

Next Financial Group first reported a position in NJUL in Q3 2020 and has held it in 4 quarters since. The position peaked at $27K in Q4 2020. 34 funds tracked by Wall St. Rank hold NJUL as of Q4 2021.

  • Next Financial Group held 119 shares of Innovator Growth-100 Power Buffer ETF July worth $6K as of Q4 2021.
  • Next Financial Group left its Innovator Growth-100 Power Buffer ETF July share count unchanged in Q4 2021.
  • Innovator Growth-100 Power Buffer ETF July made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2372 holding.
  • Next Financial Group first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2020 and has held it in 4 quarters since.
  • Next Financial Group's Innovator Growth-100 Power Buffer ETF July position peaked at $27K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.