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WealthPLAN Partners’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

WealthPLAN Partners’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
2023
Q2 		– Sell
-2,200
Closed -$105K – 1348
2023
Q1 		$105K Buy
+2,200
New +$99.9K 0.01% 416

Other funds holding NJUL

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $702M AUM 16% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

WealthPLAN Partners's NJUL Position: Q2 2023 in Review

WealthPLAN Partners sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q2 2023, closing a stake of 2,200 shares — an estimated $105K sold.

WealthPLAN Partners first reported a position in NJUL in Q1 2023 and held it in 1 quarter. The position peaked at $105K in Q1 2023. 49 funds tracked by Wall St. Rank hold NJUL as of Q2 2023.

  • WealthPLAN Partners reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,200 Innovator Growth-100 Power Buffer ETF July shares in Q2 2023, an estimated $105K.
  • WealthPLAN Partners first reported a position in Innovator Growth-100 Power Buffer ETF July in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Innovator Growth-100 Power Buffer ETF July position peaked at $105K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.