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

Financial Designs’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
Q2 		– Sell
-85,660
Closed -$2.25M – 21
2024
Q1 		$2.25M Buy
+85,660
New +$2.22M 1.49% 16

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 $79.5B AUM 27.1% 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 $21.5B AUM 26.98% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Designs's TJUL Position: Q2 2024 in Review

Financial Designs sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2024, closing a stake of 85,660 shares — an estimated $2.25M sold.

Financial Designs first reported a position in TJUL in Q1 2024 and held it in 1 quarter. The position peaked at $2.25M in Q1 2024. 90 funds tracked by Wall St. Rank hold TJUL as of Q2 2024.

  • Financial Designs reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q2 2024 after selling out during the quarter.
  • Financial Designs sold 85,660 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2024, an estimated $2.25M.
  • Financial Designs first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q1 2024 and held it in 1 quarter.
  • Financial Designs's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $2.25M in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2024.

Based on Financial Designs's 13F filing for Q2 2024, filed 15 Jul 2024.