U.S. Capital Wealth Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

U.S. Capital 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
2025 Q4	–	Sell	-4,177	Closed	-$297K	–	1014
2025 Q3	$297K	Buy	4,177 +308	+8%	+$21.4K	0.01%	772
2025 Q2	$263K	Sell	3,869 -287	-7%	-$17.9K	0.01%	760
2025 Q1	$249K	Sell	4,156 -248	-6%	-$15.6K	0.01%	748
2024 Q4	$276K	Buy	4,404 +1,059	+32%	+$65.7K	0.01%	707
2024 Q3	$203K	Buy	+3,345	New	+$199K	0.01%	669
2023 Q1	–	Sell	-1,223	Closed	-$52K	–	1206
2022 Q4	$52K	Buy	+1,223	New	+$52.7K	﹤0.01%	874
2022 Q2	–	Sell	-5,872	Closed	-$278K	–	714
2022 Q1	$278K	Sell	5,872 -238	-4%	-$11.1K	0.01%	618
2021 Q4	$294K	Buy	+6,110	New	+$290K	0.01%	602

Other funds holding NJUL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

U.S. Capital Wealth Advisors's NJUL Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q4 2025, closing a stake of 4,177 shares — an estimated $297K sold.

U.S. Capital Wealth Advisors first reported a position in NJUL in Q4 2021 and held it in 8 quarters. The position peaked at $297K in Q3 2025. 117 funds tracked by Wall St. Rank hold NJUL as of Q4 2025.

U.S. Capital Wealth Advisors reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 4,177 Innovator Growth-100 Power Buffer ETF July shares in Q4 2025, an estimated $297K.
U.S. Capital Wealth Advisors first reported a position in Innovator Growth-100 Power Buffer ETF July in Q4 2021 and held it in 8 quarters.
U.S. Capital Wealth Advisors's Innovator Growth-100 Power Buffer ETF July position peaked at $297K in Q3 2025.
117 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.