GI
TBJL icon

Gradient Investments’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

Gradient Investments’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
Q3 		– Sell
-3,703
Closed -$74.5K – 1170
2024
Q2 		$74.5K Sell
3,703
-1,258,316
-100% -$24.8M ﹤0.01% 436
2024
Q1 		$25.1M Sell
1,262,019
-37,781
-3% -$747K 0.58% 48
2023
Q4 		$26.3M Sell
1,299,800
-143,245
-10% -$2.71M 0.64% 43
2023
Q3 		$26.9M Buy
+1,443,045
New +$28.3M 0.71% 39

Other funds holding TBJL

ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MI
Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gradient Investments's TBJL Position: Q3 2024 in Review

Gradient Investments sold out of Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) in Q3 2024, closing a stake of 3,703 shares — an estimated $74.5K sold.

Gradient Investments first reported a position in TBJL in Q3 2023 and held it in 4 quarters. The position peaked at $26.9M in Q3 2023. 19 funds tracked by Wall St. Rank hold TBJL as of Q3 2024.

  • Gradient Investments reported no remaining Innovator 20+ Year Treasury Bond 9 Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 3,703 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q3 2024, an estimated $74.5K.
  • Gradient Investments first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q3 2023 and held it in 4 quarters.
  • Gradient Investments's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $26.9M in Q3 2023.
  • 19 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.