Woodard & Company Asset Management Group’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Woodard & Company Asset Management 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
2023 Q1	–	Sell	-1,000	Closed	-$42.5K	–	101
2022 Q4	$42.5K	Hold	1,000	–	–	0.02%	84
2022 Q3	$42K	Hold	1,000	–	–	0.02%	82
2022 Q2	$43K	Sell	1,000 -66	-6%	-$2.94K	0.02%	85
2022 Q1	$50K	Buy	+1,066	New	+$49.6K	0.02%	92

Other funds holding NJUL

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWP

Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Woodard & Company Asset Management Group's NJUL Position: Q1 2023 in Review

Woodard & Company Asset Management Group sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q1 2023, closing a stake of 1,000 shares — an estimated $42.5K sold.

Woodard & Company Asset Management Group first reported a position in NJUL in Q1 2022 and held it in 4 quarters. The position peaked at $50K in Q1 2022. 48 funds tracked by Wall St. Rank hold NJUL as of Q1 2023.

Woodard & Company Asset Management Group reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q1 2023 after selling out during the quarter.
Woodard & Company Asset Management Group sold 1,000 Innovator Growth-100 Power Buffer ETF July shares in Q1 2023, an estimated $42.5K.
Woodard & Company Asset Management Group first reported a position in Innovator Growth-100 Power Buffer ETF July in Q1 2022 and held it in 4 quarters.
Woodard & Company Asset Management Group's Innovator Growth-100 Power Buffer ETF July position peaked at $50K in Q1 2022.
48 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2023.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2023, filed 12 May 2023.