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

Phoenix Financial’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 		$651K Sell
8,425
-3,535
-30% -$269K ﹤0.01% 311
2026
Q1 		$850K Sell
11,960
-685
-5% -$49.8K 0.01% 245
2025
Q4 		$916K Hold
12,645
– – 0.01% 237
2025
Q3 		$897K Buy
+12,645
New +$878K 0.01% 237

Other funds holding NJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Phoenix Financial's NJUL Position: Q2 2026 in Review

Phoenix Financial reduced its Innovator Growth-100 Power Buffer ETF July (NJUL) stake by 30% in Q2 2026, selling an estimated $269K and leaving 8,425 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Phoenix Financial first reported a position in NJUL in Q3 2025 and has held it in 4 quarters since. The position peaked at $916K in Q4 2025. 117 funds tracked by Wall St. Rank hold NJUL as of Q2 2026.

  • Phoenix Financial held 8,425 shares of Innovator Growth-100 Power Buffer ETF July worth $651K as of Q2 2026.
  • Phoenix Financial sold 3,535 Innovator Growth-100 Power Buffer ETF July shares in Q2 2026, an estimated $269K.
  • Innovator Growth-100 Power Buffer ETF July made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #311 holding.
  • Phoenix Financial first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
  • Phoenix Financial's Innovator Growth-100 Power Buffer ETF July position peaked at $916K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.