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 Q2	$248K	Buy	12,500 +2,500	+25%	+$49.6K	0.15%	58
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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

KAS

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Atlantic Private Wealth's TBJL Position: Q2 2026 in Review

Atlantic Private Wealth increased its Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) stake by 25% in Q2 2026, buying an estimated $49.6K and bringing the position to 12,500 shares worth $248K. The position accounts for 0.15% of the portfolio, ranked #58.

Atlantic Private Wealth first reported a position in TBJL in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold TBJL as of Q2 2026.

Atlantic Private Wealth held 12,500 shares of Innovator 20+ Year Treasury Bond 9 Buffer ETF July worth $248K as of Q2 2026.
Atlantic Private Wealth bought 2,500 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q2 2026, an estimated $49.6K.
Innovator 20+ Year Treasury Bond 9 Buffer ETF July made up 0.15% of Atlantic Private Wealth's portfolio in Q2 2026, its #58 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 3 quarters since.
17 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.