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Continuum Advisory’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

Continuum Advisory’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
2025
Q1 		– Sell
-986
Closed -$19.3K – 1917
2024
Q4 		$19.3K Hold
986
– – ﹤0.01% 857
2024
Q3 		$19.6K Buy
+986
New +$20.4K ﹤0.01% 852

Other funds holding TBJL

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Continuum Advisory's TBJL Position: Q1 2025 in Review

Continuum Advisory sold out of Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) in Q1 2025, closing a stake of 986 shares — an estimated $19.3K sold.

Continuum Advisory first reported a position in TBJL in Q3 2024 and held it in 2 quarters. The position peaked at $19.6K in Q3 2024. 14 funds tracked by Wall St. Rank hold TBJL as of Q1 2025.

  • Continuum Advisory reported no remaining Innovator 20+ Year Treasury Bond 9 Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 986 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q1 2025, an estimated $19.3K.
  • Continuum Advisory first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q3 2024 and held it in 2 quarters.
  • Continuum Advisory's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $19.6K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.