Skip to content

NJUL INNOVATOR ETFS TRUST

Follow

GRWT100 PWR BUF (fund)

95 managers (95 13F filers) reported a position in NJUL shares at 2025-03-31, 1,798,208 shares in all. 5 filers opened a position and 19 filers sold out during the quarter.

Managers
95
13F filers
95
New
5
Added
11
Reduced
52
Sold out
19
Shares held by filers
1,798,208

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.215,390$12.9M0.03%-3,96713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP132,507$7.95M0.01%+41,53213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC106,557$6.4M0.01%+6,69313F-HRTimeline
HighTower Advisors, LLC84,991$5.1M0.01%-25,21113F-HRTimeline
Strategic Blueprint, LLC72,507$4.35M0.24%+1,22213F-HRTimeline
Janney Montgomery Scott LLC68,538$4.11M0.01%+7,23613F-HRTimeline
Cambridge Investment Research Advisors,…64,953$3.9M0.01%-97613F-HRTimeline
Cetera Investment Advisers56,500$3.39M0.01%-3,72713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,824$2.81M<0.01%-7,45913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC44,274$2.78M0.06%013F-HRTimelineGroup
MAI Capital Management42,998$2.58M0.02%-79,92713F-HRTimeline
Outlook Wealth Advisors, LLC42,744$2.57M0.71%-13,91313F-HRTimeline
LPL Financial LLC34,253$2.06M<0.01%-2,39713F-HRTimeline
Triumph Capital Management32,485$1.95M0.65%new13F-HRTimeline
Sequoia Financial Advisors, LLC31,109$1.87M0.01%013F-HRTimeline
Diligent Investors, LLC27,611$1.66M0.4%-3,64913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,532$1.65M0.01%-16,92213F-HRTimelineGroup
ODonnell Financial Services, LLC27,496$1.65M0.68%-14,98613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,437$1.65M<0.01%+49413F-HRTimeline
ALTFEST L J & CO INC27,191$1.63M0.2%-1,88213F-HRTimeline
CORRADO ADVISORS, LLC26,906$1.62M1.08%-14513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,065$1.5M<0.01%-42,35413F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.23,315$1.4M0.08%-31913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20,655$1.24M0.1%-84613F-HRTimeline
NewEdge Advisors, LLC20,395$1.22M0.01%-3,68613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,797$1.07M0.02%-3,77313F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.15,593$936K0.38%-53313F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC15,519$932K0.89%-1,62113F-HRTimeline
Dana Investment Advisors, Inc.15,373$923K0.03%013F-HRTimeline
Chris Bulman Inc15,097$906K0.57%-80813F-HRTimeline
Weaver Capital Management LLC14,773$887K0.24%013F-HRTimeline
MML INVESTORS SERVICES, LLC12,579$755K<0.01%-1,60813F-HRTimeline
AE Wealth Management LLC11,794$708K0.01%-12813F-HRTimeline
Steward Partners Investment Advisory, L…11,722$704K0.01%-10,54213F-HRTimeline
GTS SECURITIES LLC11,241$675K0.03%new13F-HRTimeline
Tradition Wealth Management, LLC11,033$662K0.06%-86,61213F-HRTimeline
FSA Advisors, Inc.10,846$651K0.52%-8013F-HRTimeline
PFG Advisors10,343$621K0.03%-59613F-HRTimeline
GWN SECURITIES INC.10,272$617K0.03%+5,79113F-HRTimeline
Focus Financial Network, Inc.10,199$612K0.03%-12513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,126$608K0.02%-5,43613F-HRTimelineGroup
Jacobi Capital Management LLC9,833$590K0.04%013F-HRTimeline
UBS Group AGin group UBS Group AG9,642$579K<0.01%+9,58813F-HRTimelineGroup
IFP Advisors, Inc9,337$560K0.02%-4,63513F-HRTimeline
CRA Financial Services, LLC9,172$551K0.09%-50013F-HRTimeline
Visionary Wealth Advisors9,035$542K0.03%-9013F-HRTimeline
Avior Wealth Management, LLC8,702$522K0.02%013F-HRTimeline
Summit Wealth Partners, LLC8,240$495K0.1%013F-HRTimeline
Atria Wealth Solutions, Inc.8,199$492K0.01%-10,29813F-HRTimeline
Trek Financial, LLC8,120$487K0.04%+7013F-HRTimeline
Snowden Capital Advisors LLC7,902$474K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL7,628$458K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc7,254$435K0.03%-10,47113F-HRTimeline
Certified Advisory Corp7,251$435K0.05%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,788$407K0.29%-51713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,725$406K0.03%-2,18813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,606$397K<0.01%-11613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,455$387K0.01%-50013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC6,101$366K0.07%-31513F-HRTimeline
Keystone Wealth Services, LLC6,100$366K0.1%013F-HRTimeline
Arlington Capital Management, Inc.6,029$362K0.27%+50313F-HRTimeline
CoreCap Advisors, LLC6,014$361K0.02%-1,01313F-HRTimeline
Helium Advisors LLC5,905$354K0.26%013F-HRTimeline
Onyx Bridge Wealth Group LLC5,849$351K0.05%-47,34213F-HRTimeline
Clear Point Advisors Inc.5,589$335K0.3%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.5,421$325K0.02%-85913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC5,395$324K0.01%+90613F-HRTimelineGroup
Seros Financial, LLC5,109$307K0.23%-1,45213F-HRTimeline
BCS Wealth Management5,090$306K0.08%-70813F-HRTimeline
Sunbelt Securities, Inc.5,058$304K0.03%013F-HRTimeline
Cypress Wealth Services, LLC4,865$292K0.06%-14513F-HRTimeline
Long Island Wealth Management, Inc.4,588$275K0.17%013F-HRTimeline
SageView Advisory Group, LLC4,355$261K0.01%013F-HRTimeline
AVALON CAPITAL MANAGEMENT4,294$258K0.07%013F-HRTimeline
Arkadios Wealth Advisors4,165$250K0.01%-49913F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,156$249K0.01%-24813F-HRTimeline
First Heartland Consultants, Inc.3,809$229K0.02%-47,05813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,710$223K<0.01%-11,55713F-HRTimelineGroup
Accurate Wealth Management, LLC3,566$210K0.04%013F-HRTimeline
Leading Edge Financial Planning LLC3,417$205K0.06%-22513F-HRTimeline
Schulz Wealth, LTD.3,400$204K0.16%013F-HRTimeline
Allworth Financial LP2,608$156K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC2,500$150K0.09%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,369$142K0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,973$118K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC1,336$80.2K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,250$75K<0.01%-14113F-HRTimeline
CWM, LLCin group CWM, LLC1,093$66K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC458$27.5K0.04%013F-HRTimeline
Compass Financial Services Inc401$24.1K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN345$20.7K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\325$19.5K<0.01%-30013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC120$7.2K<0.01%+10013F-HRTimelineGroup
Aptus Capital Advisors, LLC16$960<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.