Pillar Wealth Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Pillar Wealth 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
2024 Q3	–	Sell	-8,808	Closed	-$524K	–	40
2024 Q2	$524K	Sell	8,808 -4,187	-32%	-$244K	0.63%	38
2024 Q1	$749K	Hold	12,995	–	–	0.57%	38
2023 Q4	$716K	Hold	12,995	–	–	0.55%	40
2023 Q3	$660K	Hold	12,995	–	–	0.57%	38
2023 Q2	$666K	Hold	12,995	–	–	0.56%	41
2023 Q1	$623K	Hold	12,995	–	–	0.62%	33
2022 Q4	$553K	Hold	12,995	–	–	0.53%	37
2022 Q3	$546K	Buy	12,995 +1,140	+10%	+$50.7K	0.54%	35
2022 Q2	$509K	Hold	11,855	–	–	0.52%	34
2022 Q1	$561K	Hold	11,855	–	–	0.54%	30
2021 Q4	$571K	Buy	+11,855	New	+$564K	0.54%	30

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

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

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

TWM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 1-Year Est. Return

Pillar Wealth Advisors's NJUL Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q3 2024, closing a stake of 8,808 shares — an estimated $524K sold.

Pillar Wealth Advisors first reported a position in NJUL in Q4 2021 and held it in 11 quarters. The position peaked at $749K in Q1 2024. 101 funds tracked by Wall St. Rank hold NJUL as of Q3 2024.

Pillar Wealth Advisors reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 8,808 Innovator Growth-100 Power Buffer ETF July shares in Q3 2024, an estimated $524K.
Pillar Wealth Advisors first reported a position in Innovator Growth-100 Power Buffer ETF July in Q4 2021 and held it in 11 quarters.
Pillar Wealth Advisors's Innovator Growth-100 Power Buffer ETF July position peaked at $749K in Q1 2024.
101 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.