Cambridge Investment Research Advisors’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

Cambridge Investment Research Advisors’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
2023 Q3	–	Sell	-26,309	Closed	-$544K	–	3259
2023 Q2	$544K	Buy	+26,309	New	+$538K	﹤0.01%	2068
2022 Q4	–	Sell	-18,892	Closed	-$369K	–	3207
2022 Q3	$369K	Buy	18,892 +2,389	+14%	+$49.7K	﹤0.01%	2199
2022 Q2	$350K	Sell	16,503 -3,554	-18%	-$76.3K	﹤0.01%	2239
2022 Q1	$465K	Buy	20,057 +2,663	+15%	+$63.1K	﹤0.01%	2165
2021 Q4	$426K	Buy	+17,394	New	+$423K	﹤0.01%	2244

Other funds holding TBJL

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

ACM

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors's TBJL Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) in Q3 2023, closing a stake of 26,309 shares — an estimated $544K sold.

Cambridge Investment Research Advisors first reported a position in TBJL in Q4 2021 and held it in 5 quarters. The position peaked at $544K in Q2 2023. 12 funds tracked by Wall St. Rank hold TBJL as of Q3 2023.

Cambridge Investment Research Advisors reported no remaining Innovator 20+ Year Treasury Bond 9 Buffer ETF July position as of Q3 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 26,309 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q3 2023, an estimated $544K.
Cambridge Investment Research Advisors first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q4 2021 and held it in 5 quarters.
Cambridge Investment Research Advisors's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $544K in Q2 2023.
12 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.