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Eudaimonia Partners’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Eudaimonia Partners’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
Q1 		$1.06M Hold
40,378
– – 0.25% 89
2023
Q4 		$1.04M Sell
40,378
-645
-2% -$16.1K 0.27% 83
2023
Q3 		$1M Buy
+41,023
New +$1.02M 0.24% 93

Other funds holding TJUL

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Eudaimonia Partners's TJUL Position: Q1 2024 in Review

Eudaimonia Partners held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q1 2024 at 40,378 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #89.

Eudaimonia Partners first reported a position in TJUL in Q3 2023 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold TJUL as of Q1 2024.

  • Eudaimonia Partners held 40,378 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $1.06M as of Q1 2024.
  • Eudaimonia Partners left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q1 2024.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.25% of Eudaimonia Partners's portfolio in Q1 2024, its #89 holding.
  • Eudaimonia Partners first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.