Personal CFO Solutions’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Personal CFO Solutions’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
2024 Q4	–	Sell	-109,801	Closed	-$6.68M	–	561
2024 Q3	$6.68M	Buy	+109,801	New	+$6.52M	0.93%	16
2024 Q1	–	Sell	-111,158	Closed	-$6.13M	–	566
2023 Q4	$6.13M	Sell	111,158 -838	-0.7%	-$44.1K	1.06%	15
2023 Q3	$5.69M	Buy	+111,996	New	+$5.76M	1.12%	15
2023 Q1	–	Sell	-103,282	Closed	-$4.39M	–	497
2022 Q4	$4.39M	Sell	103,282 -201	-0.2%	-$8.66K	0.93%	22
2022 Q3	$4.35M	Sell	103,483 -1,362	-1%	-$60.6K	1.09%	21
2022 Q2	$4.5M	Buy	+104,845	New	+$4.66M	1.06%	20
2021 Q4	–	Sell	-115,974	Closed	-$5.38M	–	502
2021 Q3	$5.38M	Buy	115,974 +2,273	+2%	+$106K	1.1%	18
2021 Q2	$5.24M	Buy	+113,701	New	+$5.22M	1.07%	19
2021 Q1	–	Sell	-4,745	Closed	-$212K	–	431
2020 Q4	$212K	Sell	4,745 -59,551	-93%	-$2.59M	0.05%	340
2020 Q3	$3K	Buy	+64,296	New	+$2.71M	1%	28

Other funds holding NJUL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Personal CFO Solutions's NJUL Position: Q4 2024 in Review

Personal CFO Solutions sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q4 2024, closing a stake of 109,801 shares — an estimated $6.68M sold.

Personal CFO Solutions first reported a position in NJUL in Q3 2020 and held it in 10 quarters. The position peaked at $6.68M in Q3 2024. 109 funds tracked by Wall St. Rank hold NJUL as of Q4 2024.

Personal CFO Solutions reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 109,801 Innovator Growth-100 Power Buffer ETF July shares in Q4 2024, an estimated $6.68M.
Personal CFO Solutions first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2020 and held it in 10 quarters.
Personal CFO Solutions's Innovator Growth-100 Power Buffer ETF July position peaked at $6.68M in Q3 2024.
109 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.