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Summit Wealth Partners’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Summit Wealth Partners’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
Q2 		– Sell
-5,240
Closed -$374K – 287
2026
Q1 		$374K Sell
5,240
-3,000
-36% -$218K 0.06% 190
2025
Q4 		$598K Hold
8,240
– – 0.11% 114
2025
Q3 		$586K Hold
8,240
– – 0.11% 123
2025
Q2 		$561K Hold
8,240
– – 0.11% 122
2025
Q1 		$495K Hold
8,240
– – 0.1% 125
2024
Q4 		$517K Sell
8,240
-4,418
-35% -$274K 0.11% 120
2024
Q3 		$770K Buy
12,658
+3,000
+31% +$178K 0.15% 105
2024
Q2 		$574K Sell
9,658
-56,022
-85% -$3.26M 0.12% 121
2024
Q1 		$3.79M Sell
65,680
-6,969
-10% -$393K 0.81% 29
2023
Q4 		$4M Sell
72,649
-1,353
-2% -$71.2K 0.93% 26
2023
Q3 		$3.76M Buy
74,002
+2,664
+4% +$137K 0.96% 27
2023
Q2 		$3.66M Buy
71,338
+7,915
+12% +$391K 0.92% 27
2023
Q1 		$3.04M Sell
63,423
-193
-0.3% -$8.77K 0.78% 31
2022
Q4 		$2.71M Sell
63,616
-1,996
-3% -$86K 0.72% 34
2022
Q3 		$2.76M Buy
65,612
+57,348
+694% +$2.55M 0.78% 30
2022
Q2 		$355K Buy
8,264
+2,916
+55% +$130K 0.1% 113
2022
Q1 		$253K Hold
5,348
– – 0.06% 146
2021
Q4 		$258K Hold
5,348
– – 0.06% 138
2021
Q3 		$248K Sell
5,348
-2,188
-29% -$102K 0.06% 135
2021
Q2 		$347K Hold
7,536
– – 0.08% 111
2021
Q1 		$342K Sell
7,536
-270
-3% -$12.1K 0.09% 110
2020
Q4 		$349K Sell
7,806
-6,122
-44% -$267K 0.09% 104
2020
Q3 		$594K Buy
+13,928
New +$587K 0.18% 79

Other funds holding NJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Wealth Partners's NJUL Position: Q2 2026 in Review

Summit Wealth Partners sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q2 2026, closing a stake of 5,240 shares — an estimated $374K sold.

Summit Wealth Partners first reported a position in NJUL in Q3 2020 and held it in 23 quarters. The position peaked at $4M in Q4 2023. 116 funds tracked by Wall St. Rank hold NJUL as of Q2 2026.

  • Summit Wealth Partners reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Summit Wealth Partners sold 5,240 Innovator Growth-100 Power Buffer ETF July shares in Q2 2026, an estimated $374K.
  • Summit Wealth Partners first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2020 and held it in 23 quarters.
  • Summit Wealth Partners's Innovator Growth-100 Power Buffer ETF July position peaked at $4M in Q4 2023.
  • 116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.