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Benjamin F. Edwards & Company’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Benjamin F. Edwards & Company’s Portfolio TJUL Stock Details TJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$7K Hold
273
– – ﹤0.01% 1807
2024
Q1 		$7K Hold
273
– – ﹤0.01% 1794
2023
Q4 		$7K Hold
273
– – ﹤0.01% 1784
2023
Q3 		$7K Buy
+273
New +$6.76K ﹤0.01% 1489

Other funds holding TJUL

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Benjamin F. Edwards & Company's TJUL Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q2 2024 at 273 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Benjamin F. Edwards & Company first reported a position in TJUL in Q3 2023 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold TJUL as of Q2 2024.

  • Benjamin F. Edwards & Company held 273 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $7K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q2 2024.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1807 holding.
  • Benjamin F. Edwards & Company first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.