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Silver Oak Securities’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Silver Oak Securities’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
Q3 		– Sell
-1,872
Closed -$111K – 569
2024
Q2 		$111K Buy
1,872
+85
+5% +$4.95K 0.02% 425
2024
Q1 		$103K Sell
1,787
-6,415
-78% -$362K 0.02% 424
2023
Q4 		$452K Sell
8,202
-93
-1% -$4.89K 0.06% 295
2023
Q3 		$421K Buy
+8,295
New +$427K 0.09% 178
2022
Q4 		– Sell
-8,295
Closed -$421K – 408
2022
Q3 		$421K Buy
+8,295
New +$369K 0.09% 178

Other funds holding NJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MI
Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 1-Year Est. Return