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

Atlantic Private Wealth’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 		$199K Buy
10,000
+3,971
+66% +$79.5K 0.13% 62
2025
Q4 		$120K Buy
+6,029
New +$122K 0.08% 76

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 $177M AUM 44.15% 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 $1.37B AUM 20.71% 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

Atlantic Private Wealth's TBJL Position: Q1 2026 in Review

Atlantic Private Wealth increased its Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) stake by 66% in Q1 2026, buying an estimated $79.5K and bringing the position to 10,000 shares worth $199K. The position accounts for 0.13% of the portfolio, ranked #62.

Atlantic Private Wealth first reported a position in TBJL in Q4 2025 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold TBJL as of Q1 2026.

  • Atlantic Private Wealth held 10,000 shares of Innovator 20+ Year Treasury Bond 9 Buffer ETF July worth $199K as of Q1 2026.
  • Atlantic Private Wealth bought 3,971 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q1 2026, an estimated $79.5K.
  • Innovator 20+ Year Treasury Bond 9 Buffer ETF July made up 0.13% of Atlantic Private Wealth's portfolio in Q1 2026, its #62 holding.
  • Atlantic Private Wealth first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q4 2025 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.