NJUL — INNOVATOR NASDAQ-100 POWER BUFFER ETF - JULY

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  15 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported INNOVATOR NASDAQ-100 POWER BUFFER ETF - JULY (NJUL) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2024 Q3. The latest visible filing shows NJUL at 0.09% 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 CREATIVE FINANCIAL DESIGNS INC /ADV'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 Q1

NJUL was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% 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
2023 Q4 to 2026 Q1

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 CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 21,130 — 0% 0.09% $1.5M 2026-04-13 $74.14
2025 Q4 REDUCED 21,130 -150 -0.7% 0.10% $1.5M 2026-02-06 $72.75
2025 Q3 ADDED 21,280 +900 +4.4% 0.10% $1.5M 2025-11-14 (Est.) $71.30
2025 Q2 REDUCED 20,380 -275 -1.3% 0.10% $1.4M 2025-08-04 $69.02
2025 Q1 REDUCED 20,655 -846 -3.9% 0.10% $1.2M 2025-04-23 $59.16
2024 Q4 REDUCED 21,501 -1,400 -6.1% 0.11% $1.3M 2025-02-10 $64.11
2024 Q3 ADDED 22,901 +6,911 +43.2% 0.12% $1.4M 2024-10-28 $61.35
2024 Q2 REDUCED 15,990 -350 -2.1% 0.08% $951K 2024-08-06 $57.14
2024 Q1 ADDED 16,340 +500 +3.2% 0.09% $942K 2024-05-01 $56.94
2023 Q4 UNCHANGED 15,840 — 0% 0.09% $873K 2024-01-10 $55.15
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NJUL

As of 2026 Q1 — sorted by position size

Outlook Wealth Advisors, LLC 3Y 7Y 0.76% Diligent Investors, LLC 3Y 7Y 0.48% DHJJ Financial Advisors, Ltd. 3Y 0.36% Michels Family Financial, LLC 0.35% Weaver Capital Management LLC 0.23% Long Island Wealth Management, Inc. 0.2% Cypress Wealth Services, LLC 3Y 7Y 0.17% BCS Wealth Management 3Y 0.1% CRA Financial Services, LLC 3Y 7Y 0.08% Certified Advisory Corp 3Y 7Y 0.08%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and NJUL

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning NJUL?

CREATIVE FINANCIAL DESIGNS INC /ADV reported NJUL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NJUL position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for NJUL was 0.12% in 2024 Q3.

What is the latest reported NJUL position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 21,130 shares, equal to 0.09% of portfolio, with an estimated market value of $1.5M.

What does the chart on this NJUL ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV'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.

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