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Synergy Asset Management’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-75
Closed -$4.56K – 568
2024
Q4 		$4.56K Buy
+75
New +$4.65K ﹤0.01% 585

Other funds holding NJUL

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Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Synergy Asset Management's NJUL Position: Q1 2025 in Review

Synergy Asset Management sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q1 2025, closing a stake of 75 shares — an estimated $4.56K sold.

Synergy Asset Management first reported a position in NJUL in Q4 2024 and held it in 1 quarter. The position peaked at $4.56K in Q4 2024. 94 funds tracked by Wall St. Rank hold NJUL as of Q1 2025.

  • Synergy Asset Management reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 75 Innovator Growth-100 Power Buffer ETF July shares in Q1 2025, an estimated $4.56K.
  • Synergy Asset Management first reported a position in Innovator Growth-100 Power Buffer ETF July in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Innovator Growth-100 Power Buffer ETF July position peaked at $4.56K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.