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Sutton Wealth Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Sutton Wealth Advisors’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
2022
Q4 		– Sell
-220
Closed -$9.25K – 1691
2022
Q3 		$9.25K Sell
220
-67
-23% -$2.98K ﹤0.01% 912
2022
Q2 		$12.3K Buy
+287
New +$12.8K ﹤0.01% 834

Other funds holding NJUL

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sutton Wealth Advisors's NJUL Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q4 2022, closing a stake of 220 shares — an estimated $9.25K sold.

Sutton Wealth Advisors first reported a position in NJUL in Q2 2022 and held it in 2 quarters. The position peaked at $12.3K in Q2 2022. 51 funds tracked by Wall St. Rank hold NJUL as of Q4 2022.

  • Sutton Wealth Advisors reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q4 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 220 Innovator Growth-100 Power Buffer ETF July shares in Q4 2022, an estimated $9.25K.
  • Sutton Wealth Advisors first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2022 and held it in 2 quarters.
  • Sutton Wealth Advisors's Innovator Growth-100 Power Buffer ETF July position peaked at $12.3K in Q2 2022.
  • 51 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.