Garden State Investment Advisory Services’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Garden State Investment Advisory Services’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 Q3	–	Sell	-17,567	Closed	-$470K	–	279
2024 Q2	$470K	Sell	17,567 -10,037	-36%	-$265K	0.16%	117
2024 Q1	$726K	Sell	27,604 -25	-0.1%	-$649	0.27%	82
2023 Q4	$709K	Buy	27,629 +2,550	+10%	+$63.5K	0.28%	80
2023 Q3	$612K	Buy	+25,079	New	+$621K	0.28%	76

Other funds holding TJUL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

BFA

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Garden State Investment Advisory Services's TJUL Position: Q3 2024 in Review

Garden State Investment Advisory Services sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q3 2024, closing a stake of 17,567 shares — an estimated $470K sold.

Garden State Investment Advisory Services first reported a position in TJUL in Q3 2023 and held it in 4 quarters. The position peaked at $726K in Q1 2024. 89 funds tracked by Wall St. Rank hold TJUL as of Q3 2024.

Garden State Investment Advisory Services reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q3 2024 after selling out during the quarter.
Garden State Investment Advisory Services sold 17,567 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q3 2024, an estimated $470K.
Garden State Investment Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and held it in 4 quarters.
Garden State Investment Advisory Services's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $726K in Q1 2024.
89 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q3 2024.

Based on Garden State Investment Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.