Cetera Investment Advisers
TBJL icon

Cetera Investment Advisers’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$304K Sell
15,257
-9,887
-39% -$198K ﹤0.01% 3970
2025
Q4 		$501K Sell
25,144
-2,137
-8% -$43.1K ﹤0.01% 3434
2025
Q3 		$548K Buy
27,281
+13,234
+94% +$262K ﹤0.01% 3312
2025
Q2 		$281K Buy
14,047
+764
+6% +$15.2K ﹤0.01% 3450
2025
Q1 		$269K Sell
13,283
-400
-3% -$7.96K ﹤0.01% 3360
2024
Q4 		$268K Sell
13,683
-390
-3% -$7.87K ﹤0.01% 3199
2024
Q3 		$296K Sell
14,073
-1,405
-9% -$29K ﹤0.01% 3077
2024
Q2 		$312K Sell
15,478
-1,573
-9% -$31.1K ﹤0.01% 2999
2024
Q1 		$340K Sell
17,051
-854
-5% -$16.9K ﹤0.01% 2928
2023
Q4 		$362K Buy
17,905
+806
+5% +$15.2K ﹤0.01% 1674
2023
Q3 		$318K Buy
17,099
+3,417
+25% +$67K ﹤0.01% 1685
2023
Q2 		$283K Buy
+13,682
New +$280K ﹤0.01% 1789

Other funds holding TBJL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

Cetera Investment Advisers's TBJL Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) stake by 39% in Q1 2026, selling an estimated $198K and leaving 15,257 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #3970.

Cetera Investment Advisers first reported a position in TBJL in Q2 2023 and has held it in 12 quarters since. The position peaked at $548K in Q3 2025. 16 funds tracked by Wall St. Rank hold TBJL as of Q1 2026.

  • Cetera Investment Advisers held 15,257 shares of Innovator 20+ Year Treasury Bond 9 Buffer ETF July worth $304K as of Q1 2026.
  • Cetera Investment Advisers sold 9,887 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q1 2026, an estimated $198K.
  • Innovator 20+ Year Treasury Bond 9 Buffer ETF July made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3970 holding.
  • Cetera Investment Advisers first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q2 2023 and has held it in 12 quarters since.
  • Cetera Investment Advisers's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $548K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.