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 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 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 $74.2B AUM 21.09% 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 $38.8B AUM 21.88% 1-Year Est. Return

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

Summit Wealth Partners's NJUL Position: Q1 2026 in Review

Summit Wealth Partners reduced its Innovator Growth-100 Power Buffer ETF July (NJUL) stake by 36% in Q1 2026, selling an estimated $218K and leaving 5,240 shares worth $374K. The position accounts for 0.06% of the portfolio, ranked #190.

Summit Wealth Partners first reported a position in NJUL in Q3 2020 and has held it in 23 quarters since. The position peaked at $4M in Q4 2023. 116 funds tracked by Wall St. Rank hold NJUL as of Q1 2026.

Summit Wealth Partners held 5,240 shares of Innovator Growth-100 Power Buffer ETF July worth $374K as of Q1 2026.
Summit Wealth Partners sold 3,000 Innovator Growth-100 Power Buffer ETF July shares in Q1 2026, an estimated $218K.
Innovator Growth-100 Power Buffer ETF July made up 0.06% of Summit Wealth Partners's portfolio in Q1 2026, its #190 holding.
Summit Wealth Partners first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2020 and has held it in 23 quarters since.
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 Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.