Beacon Financial Advisory’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Hold |
11,930
| – | – | 0.09% | 256 |
|
|
2025
Q1 | $335K | Hold |
11,930
| – | – | 0.1% | 225 |
|
|
2024
Q4 | $331K | Hold |
11,930
| – | – | 0.11% | 212 |
|
|
2024
Q3 | $327K | Hold |
11,930
| – | – | 0.11% | 204 |
|
|
2024
Q2 | $319K | Hold |
11,930
| – | – | 0.12% | 205 |
|
|
2024
Q1 | $314K | Sell |
11,930
-2,277
| -16% | -$59.9K | 0.15% | 177 |
|
|
2023
Q4 | $365K | Buy |
+14,207
| New | +$365K | 0.18% | 158 |
|