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Tradition Wealth Management’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Tradition Wealth 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
2026
Q1 		$587K Sell
8,214
-1,151
-12% -$83.6K 0.04% 265
2025
Q4 		$680K Sell
9,365
-884
-9% -$63.5K 0.05% 243
2025
Q3 		$729K Buy
10,249
+5,001
+95% +$347K 0.05% 227
2025
Q2 		$357K Sell
5,248
-5,785
-52% -$361K 0.03% 317
2025
Q1 		$662K Sell
11,033
-86,612
-89% -$5.43M 0.06% 213
2024
Q4 		$6.13M Sell
97,645
-2,446
-2% -$152K 0.54% 50
2024
Q3 		$6.09M Buy
100,091
+7,416
+8% +$441K 0.54% 49
2024
Q2 		$5.51M Sell
92,675
-2,814
-3% -$164K 0.53% 48
2024
Q1 		$5.5M Sell
95,489
-120,877
-56% -$6.82M 0.56% 45
2023
Q4 		$10.6M Sell
216,366
-3,290
-1% -$173K 1.11% 24
2023
Q3 		$10M Buy
219,656
+256
+0.1% +$13.2K 1.2% 18
2023
Q2 		$10.1M Sell
219,400
-5,691
-3% -$281K 1.17% 20
2023
Q1 		$9.64M Sell
225,091
-1,464
-0.6% -$66.5K 1.2% 22
2022
Q4 		$8.56M Sell
226,555
-22,645
-9% -$976K 1.21% 22
2022
Q3 		$9.21M Buy
249,200
+91,230
+58% +$4.06M 1.38% 17
2022
Q2 		$5.46M Sell
157,970
-2,570
-2% -$114K 0.79% 34
2022
Q1 		$6.36M Sell
160,540
-10,152
-6% -$472K 0.81% 36
2021
Q4 		$6.75M Sell
170,692
-110,040
-39% -$5.23M 0.85% 35
2021
Q3 		$10.9M Buy
280,732
+218,226
+349% +$10.2M 1.56% 14
2021
Q2 		$2.56M Buy
+62,506
New +$2.87M 0.38% 70
2021
Q1 		– Sell
-13,571
Closed -$606K – 944
2020
Q4 		$606K Buy
+13,571
New +$591K 0.12% 127

Other funds holding NJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $6.82B AUM 17.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return

Tradition Wealth Management's NJUL Position: Q1 2026 in Review

Tradition Wealth Management reduced its Innovator Growth-100 Power Buffer ETF July (NJUL) stake by 12% in Q1 2026, selling an estimated $83.6K and leaving 8,214 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #265.

Tradition Wealth Management first reported a position in NJUL in Q4 2020 and has held it in 21 quarters since. The position peaked at $10.9M in Q3 2021. 116 funds tracked by Wall St. Rank hold NJUL as of Q1 2026.

  • Tradition Wealth Management held 8,214 shares of Innovator Growth-100 Power Buffer ETF July worth $587K as of Q1 2026.
  • Tradition Wealth Management sold 1,151 Innovator Growth-100 Power Buffer ETF July shares in Q1 2026, an estimated $83.6K.
  • Innovator Growth-100 Power Buffer ETF July made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #265 holding.
  • Tradition Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF July in Q4 2020 and has held it in 21 quarters since.
  • Tradition Wealth Management's Innovator Growth-100 Power Buffer ETF July position peaked at $10.9M in Q3 2021.
  • 116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.