CreativeOne Wealth’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,130
| Closed | -$226K | – | 1140 |
|
|
2024
Q4 | $226K | Hold |
8,130
| – | – | 0.01% | 979 |
|
|
2024
Q3 | $223K | Sell |
8,130
-238
| -3% | -$6.53K | 0.01% | 873 |
|
|
2024
Q2 | $224K | Sell |
8,368
-2,092
| -20% | -$56K | 0.01% | 695 |
|
|
2024
Q1 | $275K | Buy |
10,460
+1,442
| +16% | +$37.9K | 0.01% | 743 |
|
|
2023
Q4 | $231K | Buy |
+9,018
| New | +$231K | 0.01% | 576 |
|