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 Q2	$1.72M	Sell	22,250 -483	-2%	-$36.7K	0.51%	26
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 $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

O'Donnell Financial Services's NJUL Position: Q2 2026 in Review

O'Donnell Financial Services reduced its Innovator Growth-100 Power Buffer ETF July (NJUL) stake by 2.1% in Q2 2026, selling an estimated $36.7K and leaving 22,250 shares worth $1.72M. The position accounts for 0.51% of the portfolio, ranked #26.

O'Donnell Financial Services first reported a position in NJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.16M in Q3 2023. 116 funds tracked by Wall St. Rank hold NJUL as of Q2 2026.

O'Donnell Financial Services held 22,250 shares of Innovator Growth-100 Power Buffer ETF July worth $1.72M as of Q2 2026.
O'Donnell Financial Services sold 483 Innovator Growth-100 Power Buffer ETF July shares in Q2 2026, an estimated $36.7K.
Innovator Growth-100 Power Buffer ETF July made up 0.51% of O'Donnell Financial Services's portfolio in Q2 2026, its #26 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 12 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 Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.