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Cetera Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Cetera Advisors’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
Q1 		$2.29M Buy
87,060
+35,926
+70% +$933K 0.02% 755
2023
Q4 		$1.31M Buy
51,134
+18,273
+56% +$455K 0.02% 669
2023
Q3 		$802K Buy
+32,861
New +$813K 0.01% 819

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
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Cetera Advisors's TJUL Position: Q1 2024 in Review

Cetera Advisors increased its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 70% in Q1 2024, buying an estimated $933K and bringing the position to 87,060 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #755.

Cetera Advisors first reported a position in TJUL in Q3 2023 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold TJUL as of Q1 2024.

  • Cetera Advisors held 87,060 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $2.29M as of Q1 2024.
  • Cetera Advisors bought 35,926 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2024, an estimated $933K.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #755 holding.
  • Cetera Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.