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Sigma Planning Corp’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-3,975
Closed -$229K – 1240
2024
Q1 		$229K Buy
+3,975
New +$224K 0.01% 1079
2023
Q4 		– Sell
-4,828
Closed -$245K – 1062
2023
Q3 		$245K Buy
+4,828
New +$248K 0.01% 1007

Other funds holding NJUL

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sigma Planning Corp's NJUL Position: Q2 2024 in Review

Sigma Planning Corp sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q2 2024, closing a stake of 3,975 shares — an estimated $229K sold.

Sigma Planning Corp first reported a position in NJUL in Q3 2023 and held it in 2 quarters. The position peaked at $245K in Q3 2023. 88 funds tracked by Wall St. Rank hold NJUL as of Q2 2024.

  • Sigma Planning Corp reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 3,975 Innovator Growth-100 Power Buffer ETF July shares in Q2 2024, an estimated $229K.
  • Sigma Planning Corp first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2023 and held it in 2 quarters.
  • Sigma Planning Corp's Innovator Growth-100 Power Buffer ETF July position peaked at $245K in Q3 2023.
  • 88 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.