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Concourse Financial Group Securities’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-2,345
Closed -$65.6K – 1859
2024
Q4 		$65.6K Hold
2,345
– – ﹤0.01% 1094
2024
Q3 		$64.3K Hold
2,345
– – ﹤0.01% 1088
2024
Q2 		$62.8K Hold
2,345
– – ﹤0.01% 1086
2024
Q1 		$61.7K Buy
2,345
+238
+11% +$6.18K ﹤0.01% 1093
2023
Q4 		$54.1K Buy
2,107
+691
+49% +$17.2K ﹤0.01% 1101
2023
Q3 		$34.6K Buy
+1,416
New +$35K ﹤0.01% 1229

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
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concourse Financial Group Securities's TJUL Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q1 2025, closing a stake of 2,345 shares — an estimated $65.6K sold.

Concourse Financial Group Securities first reported a position in TJUL in Q3 2023 and held it in 6 quarters. The position peaked at $65.6K in Q4 2024. 83 funds tracked by Wall St. Rank hold TJUL as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,345 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2025, an estimated $65.6K.
  • Concourse Financial Group Securities first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and held it in 6 quarters.
  • Concourse Financial Group Securities's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $65.6K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.