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Retirement Guys Formula’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Retirement Guys Formula’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
2022
Q4 		– Sell
-32,574
Closed -$1.37M – 131
2022
Q3 		$1.37M Buy
+32,574
New +$1.45M 1.44% 14

Other funds holding NJUL

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Retirement Guys Formula's NJUL Position: Q4 2022 in Review

Retirement Guys Formula sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q4 2022, closing a stake of 32,574 shares — an estimated $1.37M sold.

Retirement Guys Formula first reported a position in NJUL in Q3 2022 and held it in 1 quarter. The position peaked at $1.37M in Q3 2022. 51 funds tracked by Wall St. Rank hold NJUL as of Q4 2022.

  • Retirement Guys Formula reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q4 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 32,574 Innovator Growth-100 Power Buffer ETF July shares in Q4 2022, an estimated $1.37M.
  • Retirement Guys Formula first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2022 and held it in 1 quarter.
  • Retirement Guys Formula's Innovator Growth-100 Power Buffer ETF July position peaked at $1.37M in Q3 2022.
  • 51 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q4 2022.

Based on Retirement Guys Formula's 13F filing for Q4 2022, filed 14 Feb 2023.