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AE Wealth Management’s Innovator 20+ Year Treasury Bond 5 Floor ETF July TFJL Stock Holding History

AE Wealth Management’s Portfolio TFJL Stock Details TFJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-52
Closed -$1.04K – 2273
2024
Q4 		$1.04K Buy
+52
New +$1.05K ﹤0.01% 2038

Other funds holding TFJL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return

AE Wealth Management's TFJL Position: Q1 2025 in Review

AE Wealth Management sold out of Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) in Q1 2025, closing a stake of 52 shares — an estimated $1.04K sold.

AE Wealth Management first reported a position in TFJL in Q4 2024 and held it in 1 quarter. The position peaked at $1.04K in Q4 2024. 15 funds tracked by Wall St. Rank hold TFJL as of Q1 2025.

  • AE Wealth Management reported no remaining Innovator 20+ Year Treasury Bond 5 Floor ETF July position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 52 Innovator 20+ Year Treasury Bond 5 Floor ETF July shares in Q1 2025, an estimated $1.04K.
  • AE Wealth Management first reported a position in Innovator 20+ Year Treasury Bond 5 Floor ETF July in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's Innovator 20+ Year Treasury Bond 5 Floor ETF July position peaked at $1.04K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 5 Floor ETF July as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.