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

Sequoia Financial 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
2026
Q1 		$1.61M Buy
22,613
+213
+1% +$15.5K 0.01% 685
2025
Q4 		$1.63M Sell
22,400
-859
-4% -$61.7K 0.01% 657
2025
Q3 		$1.65M Hold
23,259
– – 0.01% 584
2025
Q2 		$1.58M Sell
23,259
-7,850
-25% -$490K 0.01% 535
2025
Q1 		$1.87M Hold
31,109
– – 0.01% 450
2024
Q4 		$1.95M Sell
31,109
-976
-3% -$60.6K 0.02% 411
2024
Q3 		$1.95M Sell
32,085
-341
-1% -$20.3K 0.02% 380
2024
Q2 		$1.93M Hold
32,426
– – 0.02% 335
2024
Q1 		$1.87M Sell
32,426
-1,367
-4% -$77.2K 0.02% 339
2023
Q4 		$1.86M Hold
33,793
– – 0.02% 364
2023
Q3 		$1.72M Hold
33,793
– – 0.03% 246
2023
Q2 		$1.73M Buy
+33,793
New +$1.67M 0.03% 259

Other funds holding NJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return