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OneDigital Investment Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

OneDigital Investment 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
2021
Q3 		– Sell
-10,085
Closed -$465K – 796
2021
Q2 		$465K Buy
+10,085
New +$463K 0.02% 424

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SWA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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 $44.6B AUM 28.94% 1-Year Est. Return

OneDigital Investment Advisors's NJUL Position: Q3 2021 in Review

OneDigital Investment Advisors sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q3 2021, closing a stake of 10,085 shares — an estimated $465K sold.

OneDigital Investment Advisors first reported a position in NJUL in Q2 2021 and held it in 1 quarter. The position peaked at $465K in Q2 2021. 28 funds tracked by Wall St. Rank hold NJUL as of Q3 2021.

  • OneDigital Investment Advisors reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q3 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10,085 Innovator Growth-100 Power Buffer ETF July shares in Q3 2021, an estimated $465K.
  • OneDigital Investment Advisors first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2021 and held it in 1 quarter.
  • OneDigital Investment Advisors's Innovator Growth-100 Power Buffer ETF July position peaked at $465K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q3 2021.

Based on OneDigital Investment Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.