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Valtinson Bruner Financial Planning’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Valtinson Bruner Financial Planning’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
-8,332
Closed -$523K – 153
2024
Q4 		$523K Sell
8,332
-7
-0.1% -$434 0.18% 83
2024
Q3 		$507K Sell
8,339
-10,672
-56% -$634K 0.18% 85
2024
Q2 		$1.13M Sell
19,011
-1,154
-6% -$67.3K 0.45% 53
2024
Q1 		$1.16M Hold
20,165
– – 0.5% 51
2023
Q4 		$1.11M Hold
20,165
– – 0.57% 48
2023
Q3 		$1.02M Buy
20,165
+449
+2% +$23.1K 0.56% 51
2023
Q2 		$1.01M Buy
19,716
+83
+0.4% +$4.1K 0.54% 52
2023
Q1 		$941K Buy
19,633
+228
+1% +$10.4K 0.54% 51
2022
Q4 		$849K Buy
19,405
+1,955
+11% +$84.3K 0.49% 54
2022
Q3 		$733K Buy
17,450
+3,794
+28% +$169K 0.45% 54
2022
Q2 		$587K Sell
13,656
-37
-0.3% -$1.65K 0.36% 58
2022
Q1 		$629K Sell
13,693
-1,692
-11% -$78.7K 0.36% 59
2021
Q4 		$741K Hold
15,385
– – 0.41% 56
2021
Q3 		$728K Hold
15,385
– – 0.4% 54
2021
Q2 		$715K Buy
+15,385
New +$706K 0.41% 53

Other funds holding NJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Valtinson Bruner Financial Planning's NJUL Position: Q1 2025 in Review

Valtinson Bruner Financial Planning sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q1 2025, closing a stake of 8,332 shares — an estimated $523K sold.

Valtinson Bruner Financial Planning first reported a position in NJUL in Q2 2021 and held it in 15 quarters. The position peaked at $1.16M in Q1 2024. 94 funds tracked by Wall St. Rank hold NJUL as of Q1 2025.

  • Valtinson Bruner Financial Planning reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 8,332 Innovator Growth-100 Power Buffer ETF July shares in Q1 2025, an estimated $523K.
  • Valtinson Bruner Financial Planning first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2021 and held it in 15 quarters.
  • Valtinson Bruner Financial Planning's Innovator Growth-100 Power Buffer ETF July position peaked at $1.16M in Q1 2024.
  • 94 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2025.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2025, filed 14 May 2025.