Cape Investment Advisory’s Innovator Triple Stacker ETF - January TSJA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-872
Closed -$25.3K 1209
2023
Q4
$25.3K Buy
872
+2
+0.2% +$55 0.01% 486
2023
Q3
$23.7K Sell
870
-30
-3% -$827 0.01% 419
2023
Q2
$24.6K Buy
900
+200
+29% +$5.25K 0.01% 405
2023
Q1
$17.9K Buy
+700
New +$17.5K 0.01% 437

Cape Investment Advisory's TSJA Position: Q1 2024 in Review

Cape Investment Advisory sold out of Innovator Triple Stacker ETF - January (TSJA) in Q1 2024, closing a stake of 872 shares — an estimated $25.3K sold.

Cape Investment Advisory first reported a position in TSJA in Q1 2023 and held it in 4 quarters. The position peaked at $25.3K in Q4 2023. 0 funds tracked by Wall St. Rank hold TSJA as of Q1 2024.

  • Cape Investment Advisory reported no remaining Innovator Triple Stacker ETF - January position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 872 Innovator Triple Stacker ETF - January shares in Q1 2024, an estimated $25.3K.
  • Cape Investment Advisory first reported a position in Innovator Triple Stacker ETF - January in Q1 2023 and held it in 4 quarters.
  • Cape Investment Advisory's Innovator Triple Stacker ETF - January position peaked at $25.3K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Innovator Triple Stacker ETF - January as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.