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AE Wealth Management’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

AE Wealth Management’s Portfolio TBJL Stock Details TBJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.97K Hold
250
– – ﹤0.01% 2376
2025
Q4 		$4.98K Hold
250
– – ﹤0.01% 2228
2025
Q3 		$5.02K Hold
250
– – ﹤0.01% 2078
2025
Q2 		$5K Hold
250
– – ﹤0.01% 1957
2025
Q1 		$5.06K Hold
250
– – ﹤0.01% 1939
2024
Q4 		$4.89K Buy
+250
New +$5.04K ﹤0.01% 1925

Other funds holding TBJL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AE Wealth Management's TBJL Position: Q1 2026 in Review

AE Wealth Management held its Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) position steady in Q1 2026 at 250 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

AE Wealth Management first reported a position in TBJL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.06K in Q1 2025. 16 funds tracked by Wall St. Rank hold TBJL as of Q1 2026.

  • AE Wealth Management held 250 shares of Innovator 20+ Year Treasury Bond 9 Buffer ETF July worth $4.97K as of Q1 2026.
  • AE Wealth Management left its Innovator 20+ Year Treasury Bond 9 Buffer ETF July share count unchanged in Q1 2026.
  • Innovator 20+ Year Treasury Bond 9 Buffer ETF July made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2376 holding.
  • AE Wealth Management first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $5.06K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.