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WealthGarden F.S.’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

WealthGarden F.S.’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
2024
Q4 		– Sell
-3,500
Closed -$213K – 128
2024
Q3 		$213K Buy
+3,500
New +$208K 0.21% 115

Other funds holding NJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WealthGarden F.S.'s NJUL Position: Q4 2024 in Review

WealthGarden F.S. sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q4 2024, closing a stake of 3,500 shares — an estimated $213K sold.

WealthGarden F.S. first reported a position in NJUL in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 109 funds tracked by Wall St. Rank hold NJUL as of Q4 2024.

  • WealthGarden F.S. reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • WealthGarden F.S. sold 3,500 Innovator Growth-100 Power Buffer ETF July shares in Q4 2024, an estimated $213K.
  • WealthGarden F.S. first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2024 and held it in 1 quarter.
  • WealthGarden F.S.'s Innovator Growth-100 Power Buffer ETF July position peaked at $213K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q4 2024.

Based on WealthGarden F.S.'s 13F filing for Q4 2024, filed 4 Feb 2025.