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Vantage Financial Partners (Illinois)’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Vantage Financial Partners (Illinois)’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
2021
Q2 		– Sell
-156,580
Closed -$7.12M – 85
2021
Q1 		$7.12M Sell
156,580
-10,360
-6% -$465K 4% 7
2020
Q4 		$7.46M Sell
166,940
-3,650
-2% -$159K 4.32% 7
2020
Q3 		$7.27M Buy
+170,590
New +$7.19M 4.45% 6

Other funds holding NJUL

ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s NJUL Position: Q2 2021 in Review

Vantage Financial Partners (Illinois) sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q2 2021, closing a stake of 156,580 shares — an estimated $7.12M sold.

Vantage Financial Partners (Illinois) first reported a position in NJUL in Q3 2020 and held it in 3 quarters. The position peaked at $7.46M in Q4 2020. 25 funds tracked by Wall St. Rank hold NJUL as of Q2 2021.

  • Vantage Financial Partners (Illinois) reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q2 2021 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 156,580 Innovator Growth-100 Power Buffer ETF July shares in Q2 2021, an estimated $7.12M.
  • Vantage Financial Partners (Illinois) first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2020 and held it in 3 quarters.
  • Vantage Financial Partners (Illinois)'s Innovator Growth-100 Power Buffer ETF July position peaked at $7.46M in Q4 2020.
  • 25 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2021.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2021, filed 11 Aug 2021.