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EverSource Wealth Advisors’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

EverSource Wealth Advisors’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
2024
Q4 		– Sell
-57
Closed -$1.2K – 3813
2024
Q3 		$1.2K Hold
57
– – ﹤0.01% 2680
2024
Q2 		$1.16K Hold
57
– – ﹤0.01% 2706
2024
Q1 		$1.1K Buy
+57
New +$1.13K ﹤0.01% 2550

Other funds holding TBJL

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EverSource Wealth Advisors's TBJL Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) in Q4 2024, closing a stake of 57 shares — an estimated $1.2K sold.

EverSource Wealth Advisors first reported a position in TBJL in Q1 2024 and held it in 3 quarters. The position peaked at $1.2K in Q3 2024. 19 funds tracked by Wall St. Rank hold TBJL as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Innovator 20+ Year Treasury Bond 9 Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 57 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q4 2024, an estimated $1.2K.
  • EverSource Wealth Advisors first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q1 2024 and held it in 3 quarters.
  • EverSource Wealth Advisors's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $1.2K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.