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Wood Tarver Financial Group’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-40
Closed -$2K – 464
2025
Q2 		$2K Buy
+40
New +$2.5K ﹤0.01% 523
2025
Q1 		– Sell
-953
Closed -$59K – 777
2024
Q4 		$59K Buy
+953
New +$59.1K 0.02% 255

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HighTower Advisors
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Raymond James Financial
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RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Truist Financial
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return