Accuvest Global Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Accuvest Global Advisors’s Portfolio TJUL Stock Details TJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-174,380	Closed	-$4.59M	–	106
2024 Q1	$4.59M	Buy	+174,380	New	+$4.53M	2.01%	10
2023 Q4	–	Sell	-163,502	Closed	-$3.99M	–	126
2023 Q3	$3.99M	Buy	+163,502	New	+$4.05M	2.19%	13

Other funds holding TJUL

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VBFG

Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Accuvest Global Advisors's TJUL Position: Q2 2024 in Review

Accuvest Global Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2024, closing a stake of 174,380 shares — an estimated $4.59M sold.

Accuvest Global Advisors first reported a position in TJUL in Q3 2023 and held it in 2 quarters. The position peaked at $4.59M in Q1 2024. 90 funds tracked by Wall St. Rank hold TJUL as of Q2 2024.

Accuvest Global Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q2 2024 after selling out during the quarter.
Accuvest Global Advisors sold 174,380 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2024, an estimated $4.59M.
Accuvest Global Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and held it in 2 quarters.
Accuvest Global Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $4.59M in Q1 2024.
90 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2024.

Based on Accuvest Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.