Skip to content

NJUL INNOVATOR ETFS TRUST

Follow

GRWT100 PWR BUF (fund)

111 managers (111 13F filers) reported a position in NJUL shares at 2024-12-31, 2,363,849 shares in all. 10 filers opened a position and 10 filers sold out during the quarter.

Managers
111
13F filers
111
New
10
Added
17
Reduced
48
Sold out
10
Shares held by filers
2,363,849

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.219,357$13.8M0.03%+56,08313F-HR/ATimelineGroup
MAI Capital Management122,925$7.72M0.06%-5,38413F-HRTimeline
HighTower Advisors, LLC110,202$6.92M0.01%-4,32913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC99,864$6.27M0.01%-7,94213F-HRTimeline
Tradition Wealth Management, LLC97,645$6.13M0.54%-2,44613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP90,975$5.71M0.01%+70013F-HRTimelineGroup
Strategic Blueprint, LLC71,285$4.48M0.27%-1,91413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC67,419$4.23M<0.01%-14,20713F-HRTimelineGroup
Cambridge Investment Research Advisors,…65,929$4.14M0.01%+16213F-HRTimeline
Janney Montgomery Scott LLC61,302$3.85M0.01%+7,63913F-HRTimeline
Cetera Investment Advisers60,227$3.78M0.01%-3,00313F-HRTimeline
Outlook Wealth Advisors, LLC56,657$3.56M1.02%-4,86313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC54,283$3.41M<0.01%13F-HR/ATimelineGroup
Onyx Bridge Wealth Group LLC53,191$3.34M0.48%-9813F-HRTimeline
First Heartland Consultants, Inc.50,867$3.19M0.33%+25213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,432$3.04M<0.01%+32,39313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,454$2.79M0.02%+13,90613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC44,274$2.78M0.06%-22413F-HRTimelineGroup
ODonnell Financial Services, LLC42,482$2.43M1.02%+10,23013F-HRTimeline
LPL Financial LLC36,650$2.3M<0.01%-84513F-HRTimeline
VanWeelden Wealth Management, LLC36,432$2.29M2.07%13F-HRTimeline
Diligent Investors, LLC31,260$1.96M0.45%-1,01313F-HRTimeline
Sequoia Financial Advisors, LLC31,109$1.95M0.02%-97613F-HR/ATimeline
RFG Advisory, LLC29,664$1.86M0.05%-92513F-HRTimeline
ALTFEST L J & CO INC29,073$1.83M0.23%-31,95013F-HRTimeline
CORRADO ADVISORS, LLC27,051$1.7M1.11%-1,66113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,943$1.69M<0.01%+80013F-HR/ATimeline
NewEdge Advisors, LLC24,081$1.51M0.01%-9,67213F-HRTimeline
CENTAURUS FINANCIAL, INC.23,634$1.48M0.09%-3,01613F-HRTimeline
Steward Partners Investment Advisory, L…22,264$1.4M0.01%-1,62813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,570$1.35M0.02%+8,18013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV21,501$1.35M0.11%-1,40013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,091$1.32M<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.18,497$1.16M0.01%-3,90513F-HRTimeline
AdvisorNet Financial, Inc17,725$1.11M0.09%-20,22013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC17,140$1.08M1.02%13F-HRTimeline
DHJJ Financial Advisors, Ltd.16,126$1.01M0.39%-1213F-HRTimeline
Chris Bulman Inc15,905$999K0.64%-42213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,562$977K0.03%new13F-HRTimelineGroup
Dana Investment Advisors, Inc.15,373$965K0.03%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,267$958K<0.01%-57413F-HRTimelineGroup
Weaver Capital Management LLC14,773$927K0.26%013F-HRTimeline
MML INVESTORS SERVICES, LLC14,187$891K<0.01%-2,86413F-HRTimeline
IFP Advisors, Inc13,972$877K0.03%-14613F-HRTimeline
AE Wealth Management LLC11,922$748K0.01%-28,09713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,169$701K<0.01%-9,88213F-HRTimelineGroup
PFG Advisors10,939$687K0.04%-2,84413F-HRTimeline
World Investment Advisors10,868$682K0.02%-6813F-HRTimeline
FSA Advisors, Inc.10,926$666K0.82%+75313F-HRTimeline
Focus Financial Network, Inc.10,324$648K0.03%-67613F-HRTimeline
Jacobi Capital Management LLC9,833$617K0.05%013F-HRTimeline
CRA Financial Services, LLC9,672$607K0.1%013F-HRTimeline
Visionary Wealth Advisors9,125$573K0.03%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,913$560K0.05%+28313F-HRTimeline
Avior Wealth Management, LLC8,702$546K0.02%-63513F-HRTimeline
Valtinson Bruner Financial Planning LLC8,332$523K0.18%-713F-HRTimeline
Summit Wealth Partners, LLC8,240$517K0.11%-4,41813F-HRTimeline
Trek Financial, LLC8,050$505K0.04%-32413F-HRTimeline
OLD MISSION CAPITAL LLC8,003$502K0.01%+4,37713F-HRTimeline
Snowden Capital Advisors LLC7,902$496K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL7,628$479K<0.01%-97813F-HRTimeline
RPS ADVISORY SOLUTIONS LLC7,305$459K0.29%-4513F-HRTimeline
Certified Advisory Corp7,251$455K0.05%013F-HRTimeline
CoreCap Advisors, LLC7,027$441K0.02%-16,61113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,955$437K0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,722$422K<0.01%-60213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC6,496$408K0.34%-1,67513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC6,416$403K0.08%-8613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.6,280$394K0.02%013F-HRTimelineGroup
Seros Financial, LLC6,561$390K0.35%13F-HRTimeline
Keystone Wealth Services, LLC6,100$383K0.1%013F-HRTimeline
Helium Advisors LLC5,905$371K0.29%13F-HRTimeline
BCS Wealth Management5,798$364K0.09%-1,23313F-HRTimeline
Clear Point Advisors Inc.5,589$351K0.3%-20013F-HRTimeline
Arlington Capital Management, Inc.5,526$347K0.24%+52313F-HRTimeline
Sunbelt Securities, Inc.5,058$319K0.03%-30413F-HRTimeline
Cypress Wealth Services, LLC5,010$315K0.06%-13,20813F-HRTimeline
Sugarloaf Wealth Management, LLC4,931$310K0.06%013F-HRTimeline
Arkadios Wealth Advisors4,664$293K0.02%-22013F-HRTimeline
Long Island Wealth Management, Inc.4,588$288K0.18%013F-HRTimeline
Riggs Capital Management LLC4,512$283K0.28%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,489$282K0.01%013F-HRTimelineGroup
GWN SECURITIES INC.4,481$281K0.08%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,480$281K0.01%013F-HRTimelineGroup
Bison Wealth, LLC4,445$279K0.03%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,404$276K0.01%+1,05913F-HRTimeline
SageView Advisory Group, LLC4,355$273K0.01%013F-HRTimeline
AVALON CAPITAL MANAGEMENT4,294$270K0.09%013F-HRTimeline
Leading Edge Financial Planning LLC3,642$229K0.08%013F-HRTimeline
Accurate Wealth Management, LLC3,566$223K0.04%-20013F-HRTimeline
Schulz Wealth, LTD.3,400$213K0.16%013F-HRTimeline
NorthCrest Asset Manangement, LLC3,380$212K0.01%013F-HR/ATimeline
MTM FINANCIAL GROUP, LLC3,269$205K0.12%new13F-HRTimeline
WEDBUSH SECURITIES INC3,247$204K0.01%new13F-HRTimeline
Allworth Financial LP2,608$167K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC2,500$157K0.06%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,369$149K0.01%+1,34813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,973$124K<0.01%+7413F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.1,391$87.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,093$69K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC953$59K0.02%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\625$39.2K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC458$28.8K0.05%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN345$21.7K<0.01%new13F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC75$4.56K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG54$3.39K<0.01%new13F-HRTimelineGroup
Luminist Capital LLC47$2.95K0.01%13F-HRTimeline
FMR LLCin group FMR LLC24$1.51K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC20$1.26K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$31<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.