CPA
TJUL icon

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

Clear Point 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
Q4 		– Sell
-100
Closed -$2.74K – 487
2024
Q3 		$2.74K Hold
100
– – ﹤0.01% 427
2024
Q2 		$2.68K Hold
100
– – ﹤0.01% 425
2024
Q1 		$2.63K Hold
100
– – ﹤0.01% 420
2023
Q4 		$2.57K Buy
+100
New +$2.49K ﹤0.01% 407

Other funds holding TJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Clear Point Advisors's TJUL Position: Q4 2024 in Review

Clear Point Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q4 2024, closing a stake of 100 shares — an estimated $2.74K sold.

Clear Point Advisors first reported a position in TJUL in Q4 2023 and held it in 4 quarters. The position peaked at $2.74K in Q3 2024. 92 funds tracked by Wall St. Rank hold TJUL as of Q4 2024.

  • Clear Point Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 100 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q4 2024, an estimated $2.74K.
  • Clear Point Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $2.74K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.