AdvisorNet Financial, Inc NJUL — INNOVATOR NASDAQ-100 POWER BUFFER ETF - JULY

Ownership history in AdvisorNet Financial, Inc  ·  17 quarters on record

AI Ownership Summary

AdvisorNet Financial, Inc reported INNOVATOR NASDAQ-100 POWER BUFFER ETF - JULY (NJUL) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.17% in 2024 Q3. The latest visible filing shows NJUL at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AdvisorNet Financial, Inc's position in INNOVATOR NASDAQ-100 POWER BUFFER ETF - JULY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NJUL was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NJUL stock page AdvisorNet Financial, Inc fund profile AdvisorNet Financial, Inc full holdings
How AdvisorNet Financial, Inc held NJUL — position size vs. price
% of Fund (quarterly)    NJUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 43,961 +36,553 +493.4% 0.16% $3.4M 2026-07-23 $75.00
2026 Q1 REDUCED 12.2% +8.4% ❌ 7,408 -1,027 -12.2% 0.03% $529K 2026-04-17 $75.28
2025 Q4 REDUCED 20.0% -1.6% ✅ 8,435 -2,115 -20.0% 0.03% $613K 2026-01-20 $72.46
2025 Q3 ADDED — — — 10,550 +197 +1.9% 0.04% $750K 2025-10-09 $71.41
2025 Q2 ADDED — — — 10,353 +3,099 +42.7% 0.05% $705K 2025-07-14 $68.41
2025 Q1 REDUCED 59.1% +13.4% ❌ 7,254 -10,471 -59.1% 0.03% $435K 2025-04-07 $56.80
2024 Q4 REDUCED 53.3% -4.4% ✅ 17,725 -20,220 -53.3% 0.09% $1.1M 2025-01-13 $62.42
2024 Q3 ADDED — — — 37,945 +10,064 +36.1% 0.17% $2.3M 2024-10-15 $60.98
2024 Q2 ADDED — — — 27,881 +18,594 +200.2% 0.15% $1.7M 2024-07-16 $60.45
2024 Q1 REDUCED 90.5% +3.5% ❌ 9,287 -88,901 -90.5% 0.05% $535K 2024-04-12 $57.47
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NJUL

As of 2026 Q2 — sorted by position size

Cornerstone Wealth, LLC/TN 1.71% CORRADO ADVISORS, LLC 3Y 7Y 0.98% Outlook Wealth Advisors, LLC 3Y 7Y 0.74% ODonnell Financial Services, LLC 3Y 0.51% Diligent Investors, LLC 3Y 7Y 0.47% FSA Advisors, Inc. 0.44% Helium Advisors LLC 0.38% Michels Family Financial, LLC 0.34% DHJJ Financial Advisors, Ltd. 3Y 0.32% Weaver Capital Management LLC 0.23%

FAQ About AdvisorNet Financial, Inc and NJUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has AdvisorNet Financial, Inc reported owning NJUL?

AdvisorNet Financial, Inc reported NJUL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NJUL position in AdvisorNet Financial, Inc's portfolio?

The largest reported portfolio weight for NJUL was 0.17% in 2024 Q3.

What is the latest reported NJUL position on this page?

The most recent filing on this page is 2026 Q2, when AdvisorNet Financial, Inc reported 43,961 shares, equal to 0.16% of portfolio, with an estimated market value of $3.4M.

What does the chart on this NJUL ownership page compare?

The chart compares AdvisorNet Financial, Inc's quarterly NJUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AdvisorNet Financial, Inc time their NJUL position?

Based on 13F filing dates vs. subsequent NJUL price moves, AdvisorNet Financial, Inc correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on NJUL relative to SPY over the holding period was +101.9%.

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