WFP
NJUL icon

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

Welch 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
2026
Q2 		$217K Buy
+2,799
New +$213K 0.13% 69
2026
Q1 		– Sell
-2,799
Closed -$203K – 69
2025
Q4 		$203K Buy
+2,799
New +$201K 0.15% 60

Other funds holding NJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM

Welch Financial Planning's NJUL Position: Q2 2026 in Review

Welch Financial Planning opened a new position in Innovator Growth-100 Power Buffer ETF July (NJUL) in Q2 2026: 2,799 shares worth $217K. The stake represents 0.13% of the portfolio and ranks #69 among its holdings. This is a return to the name: Welch Financial Planning previously reported a position in NJUL as recently as Q4 2025.

Welch Financial Planning first reported a position in NJUL in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold NJUL as of Q2 2026.

  • Welch Financial Planning held 2,799 shares of Innovator Growth-100 Power Buffer ETF July worth $217K as of Q2 2026.
  • Innovator Growth-100 Power Buffer ETF July was a new Welch Financial Planning position in Q2 2026.
  • Innovator Growth-100 Power Buffer ETF July made up 0.13% of Welch Financial Planning's portfolio in Q2 2026, its #69 holding.
  • Welch Financial Planning first reported a position in Innovator Growth-100 Power Buffer ETF July in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.