FIA
Foundations Investment Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,324
| Closed | -$570K | – | 989 |
|
|
2025
Q1 | $570K | Sell |
20,324
-33,023
| -62% | -$927K | 0.01% | 541 |
|
|
2024
Q4 | $1.48M | Sell |
53,347
-649
| -1% | -$18K | 0.03% | 339 |
|
|
2024
Q3 | $1.48M | Buy |
53,996
+5,128
| +10% | +$141K | 0.03% | 312 |
|
|
2024
Q2 | $1.31M | Sell |
48,868
-462
| -0.9% | -$12.4K | 0.03% | 295 |
|
|
2024
Q1 | $1.3M | Sell |
49,330
-178
| -0.4% | -$4.68K | 0.03% | 282 |
|
|
2023
Q4 | $1.28M | Buy |
+49,508
| New | +$1.28M | 0.03% | 272 |
|