DHJJ Financial Advisors’s Innovator Triple Stacker ETF - January TSJA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-11,102
Closed -$323K 823
2023
Q4
$323K Sell
11,102
-3,592
-24% -$99.7K 0.15% 102
2023
Q3
$401K Sell
14,694
-20
-0.1% -$552 0.2% 85
2023
Q2
$403K Hold
14,714
0.21% 93
2023
Q1
$377K Sell
14,714
-2,420
-14% -$60.5K 0.2% 93
2022
Q4
$349K Sell
17,134
-2,415
-12% -$57.6K 0.2% 99
2022
Q3
$433K Sell
19,549
-252
-1% -$6.21K 0.25% 79
2022
Q2
$461K Sell
19,801
-450
-2% -$11.5K 0.26% 79
2022
Q1
$575K Buy
20,251
+1,240
+7% +$34.5K 0.28% 69
2021
Q4
$576K Buy
19,011
+22
+0.1% +$648 0.27% 71
2021
Q3
$544K Buy
18,989
+2,677
+16% +$76.8K 0.28% 68
2021
Q2
$463K Buy
+16,312
New +$453K 0.24% 77

DHJJ Financial Advisors's TSJA Position: Q1 2024 in Review

DHJJ Financial Advisors sold out of Innovator Triple Stacker ETF - January (TSJA) in Q1 2024, closing a stake of 11,102 shares — an estimated $323K sold.

DHJJ Financial Advisors first reported a position in TSJA in Q2 2021 and held it in 11 quarters. The position peaked at $576K in Q4 2021. 0 funds tracked by Wall St. Rank hold TSJA as of Q1 2024.

  • DHJJ Financial Advisors reported no remaining Innovator Triple Stacker ETF - January position as of Q1 2024 after selling out during the quarter.
  • DHJJ Financial Advisors sold 11,102 Innovator Triple Stacker ETF - January shares in Q1 2024, an estimated $323K.
  • DHJJ Financial Advisors first reported a position in Innovator Triple Stacker ETF - January in Q2 2021 and held it in 11 quarters.
  • DHJJ Financial Advisors's Innovator Triple Stacker ETF - January position peaked at $576K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Innovator Triple Stacker ETF - January as of Q1 2024.

Based on DHJJ Financial Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.