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

PlanVest 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 		$133K Sell
1,716
-1
-0.1% -$76 0.09% 131
2026
Q1 		$123K Buy
+1,717
New +$125K 0.09% 122

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 $103B AUM 28.65% 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

PlanVest Financial's NJUL Position: Q2 2026 in Review

PlanVest Financial reduced its Innovator Growth-100 Power Buffer ETF July (NJUL) stake by 0.06% in Q2 2026, selling an estimated $76 and leaving 1,716 shares worth $133K. The position accounts for 0.09% of the portfolio, ranked #131.

PlanVest Financial first reported a position in NJUL in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold NJUL as of Q2 2026.

  • PlanVest Financial held 1,716 shares of Innovator Growth-100 Power Buffer ETF July worth $133K as of Q2 2026.
  • PlanVest Financial sold 1 Innovator Growth-100 Power Buffer ETF July share in Q2 2026, an estimated $76.
  • Innovator Growth-100 Power Buffer ETF July made up 0.09% of PlanVest Financial's portfolio in Q2 2026, its #131 holding.
  • PlanVest Financial first reported a position in Innovator Growth-100 Power Buffer ETF July in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.