O'Donnell Financial Services’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

O'Donnell Financial 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
2026 Q1	$1.62M	Hold	22,733	–	–	0.56%	25
2025 Q4	$1.65M	Hold	22,733	–	–	0.56%	24
2025 Q3	$1.62M	Sell	22,733 -3,864	-15%	-$268K	0.57%	27
2025 Q2	$1.81M	Sell	26,597 -899	-3%	-$56.2K	0.69%	22
2025 Q1	$1.65M	Sell	27,496 -14,986	-35%	-$940K	0.68%	23
2024 Q4	$2.43M	Buy	42,482 +10,230	+32%	+$635K	1.02%	16
2024 Q3	$1.96M	Sell	32,252 -2,239	-6%	-$133K	0.8%	20
2024 Q2	$2.05M	Sell	34,491 -344	-1%	-$20K	0.91%	17
2024 Q1	$2.01M	Sell	34,835 -14,206	-29%	-$802K	0.92%	17
2023 Q4	$2.7M	Sell	49,041 -52,511	-52%	-$2.76M	1.35%	14
2023 Q3	$5.16M	Buy	+101,552	New	+$5.23M	2.87%	7

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

O'Donnell Financial Services's NJUL Position: Q1 2026 in Review

O'Donnell Financial Services held its Innovator Growth-100 Power Buffer ETF July (NJUL) position steady in Q1 2026 at 22,733 shares worth $1.62M. The position accounts for 0.56% of the portfolio, ranked #25.

O'Donnell Financial Services first reported a position in NJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.16M in Q3 2023. 116 funds tracked by Wall St. Rank hold NJUL as of Q1 2026.

O'Donnell Financial Services held 22,733 shares of Innovator Growth-100 Power Buffer ETF July worth $1.62M as of Q1 2026.
O'Donnell Financial Services left its Innovator Growth-100 Power Buffer ETF July share count unchanged in Q1 2026.
Innovator Growth-100 Power Buffer ETF July made up 0.56% of O'Donnell Financial Services's portfolio in Q1 2026, its #25 holding.
O'Donnell Financial Services first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
O'Donnell Financial Services's Innovator Growth-100 Power Buffer ETF July position peaked at $5.16M in Q3 2023.
116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.