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Steward Partners Investment Advisory’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Steward Partners Investment Advisory’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 		$838K Sell
11,740
-25
-0.2% -$1.82K ﹤0.01% 1259
2025
Q4 		$854K Sell
11,765
-29
-0.2% -$2.08K ﹤0.01% 1146
2025
Q3 		$839K Sell
11,794
-16
-0.1% -$1.11K ﹤0.01% 1124
2025
Q2 		$804K Buy
11,810
+88
+0.8% +$5.5K 0.01% 1076
2025
Q1 		$704K Sell
11,722
-10,542
-47% -$661K 0.01% 1060
2024
Q4 		$1.4M Sell
22,264
-1,628
-7% -$101K 0.01% 753
2024
Q3 		$1.45M Buy
23,892
+1,153
+5% +$68.5K 0.01% 735
2024
Q2 		$1.35M Buy
22,739
+1,501
+7% +$87.5K 0.01% 709
2024
Q1 		$1.22M Sell
21,238
-1,434
-6% -$80.9K 0.01% 727
2023
Q4 		$1.25M Buy
22,672
+1,013
+5% +$53.3K 0.02% 656
2023
Q3 		$1.1M Buy
21,659
+8,745
+68% +$450K 0.02% 643
2023
Q2 		$662K Buy
12,914
+8,439
+189% +$417K 0.01% 837
2023
Q1 		$214K Hold
4,475
– – ﹤0.01% 1244
2022
Q4 		$190K Hold
4,475
– – ﹤0.01% 1257
2022
Q3 		$188K Buy
+4,475
New +$199K ﹤0.01% 1227

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 $74.2B 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 $43.3B AUM 29.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's NJUL Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Innovator Growth-100 Power Buffer ETF July (NJUL) stake by 0.21% in Q1 2026, selling an estimated $1.82K and leaving 11,740 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Steward Partners Investment Advisory first reported a position in NJUL in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.45M in Q3 2024. 116 funds tracked by Wall St. Rank hold NJUL as of Q1 2026.

  • Steward Partners Investment Advisory held 11,740 shares of Innovator Growth-100 Power Buffer ETF July worth $838K as of Q1 2026.
  • Steward Partners Investment Advisory sold 25 Innovator Growth-100 Power Buffer ETF July shares in Q1 2026, an estimated $1.82K.
  • Innovator Growth-100 Power Buffer ETF July made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1259 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2022 and has held it in 15 quarters since.
  • Steward Partners Investment Advisory's Innovator Growth-100 Power Buffer ETF July position peaked at $1.45M in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.