S.C. Financial Services’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

S.C. Financial Services’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	$397K	Hold	9,337	–	–	0.61%	52
2022 Q3	$392K	Buy	9,337 +1,389	+17%	+$61.8K	0.62%	53
2022 Q2	$342K	Buy	+7,948	New	+$354K	0.53%	64

Other funds holding NJUL

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 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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

S.C. Financial Services's NJUL Position: Q4 2022 in Review

S.C. Financial Services held its Innovator Growth-100 Power Buffer ETF July (NJUL) position steady in Q4 2022 at 9,337 shares worth $397K. The position accounts for 0.61% of the portfolio, ranked #52.

S.C. Financial Services first reported a position in NJUL in Q2 2022 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold NJUL as of Q4 2022.

S.C. Financial Services held 9,337 shares of Innovator Growth-100 Power Buffer ETF July worth $397K as of Q4 2022.
S.C. Financial Services left its Innovator Growth-100 Power Buffer ETF July share count unchanged in Q4 2022.
Innovator Growth-100 Power Buffer ETF July made up 0.61% of S.C. Financial Services's portfolio in Q4 2022, its #52 holding.
S.C. Financial Services first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2022 and has held it in 3 quarters since.
51 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.