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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

Other funds holding NJUL

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Wood Tarver Financial Group's NJUL Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q3 2025, closing a stake of 40 shares — an estimated $2K sold.

Wood Tarver Financial Group first reported a position in NJUL in Q4 2024 and held it in 2 quarters. The position peaked at $59K in Q4 2024. 115 funds tracked by Wall St. Rank hold NJUL as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 40 Innovator Growth-100 Power Buffer ETF July shares in Q3 2025, an estimated $2K.
  • Wood Tarver Financial Group first reported a position in Innovator Growth-100 Power Buffer ETF July in Q4 2024 and held it in 2 quarters.
  • Wood Tarver Financial Group's Innovator Growth-100 Power Buffer ETF July position peaked at $59K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.