Capital Investment Advisory Services’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 | $115K | Hold |
4,000
| – | – | 0.01% | 631 |
|
|
2025
Q1 | $112K | Hold |
4,000
| – | – | 0.01% | 597 |
|
|
2024
Q4 | $111K | Sell |
4,000
-3,000
| -43% | -$83.3K | 0.01% | 559 |
|
|
2024
Q3 | $192K | Hold |
7,000
| – | – | 0.02% | 508 |
|
|
2024
Q2 | $187K | Hold |
7,000
| – | – | 0.02% | 498 |
|
|
2024
Q1 | $184K | Hold |
7,000
| – | – | 0.02% | 496 |
|
|
2023
Q4 | $180K | Hold |
7,000
| – | – | 0.02% | 490 |
|
|
2023
Q3 | $171K | Buy |
+7,000
| New | +$171K | 0.02% | 478 |
|