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Waverly Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Waverly 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
2026
Q1 		$268K Sell
3,754
-227
-6% -$16.5K ﹤0.01% 1362
2025
Q4 		$289K Buy
+3,981
New +$286K ﹤0.01% 1225

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 $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $74.2B AUM 21.09% 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 $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Waverly Advisors's NJUL Position: Q1 2026 in Review

Waverly Advisors reduced its Innovator Growth-100 Power Buffer ETF July (NJUL) stake by 5.7% in Q1 2026, selling an estimated $16.5K and leaving 3,754 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Waverly Advisors first reported a position in NJUL in Q4 2025 and has held it in 2 quarters since. The position peaked at $289K in Q4 2025. 116 funds tracked by Wall St. Rank hold NJUL as of Q1 2026.

  • Waverly Advisors held 3,754 shares of Innovator Growth-100 Power Buffer ETF July worth $268K as of Q1 2026.
  • Waverly Advisors sold 227 Innovator Growth-100 Power Buffer ETF July shares in Q1 2026, an estimated $16.5K.
  • Innovator Growth-100 Power Buffer ETF July made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1362 holding.
  • Waverly Advisors first reported a position in Innovator Growth-100 Power Buffer ETF July in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Innovator Growth-100 Power Buffer ETF July position peaked at $289K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.