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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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.