HFS
TBJL icon

Hantz Financial Services’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

Hantz Financial Services’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
2023
Q4 		– Sell
-272
Closed -$5K – 1224
2023
Q3 		$5K Buy
+272
New +$5.33K ﹤0.01% 919

Other funds holding TBJL

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Hantz Financial Services's TBJL Position: Q4 2023 in Review

Hantz Financial Services sold out of Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) in Q4 2023, closing a stake of 272 shares — an estimated $5K sold.

Hantz Financial Services first reported a position in TBJL in Q3 2023 and held it in 1 quarter. The position peaked at $5K in Q3 2023. 11 funds tracked by Wall St. Rank hold TBJL as of Q4 2023.

  • Hantz Financial Services reported no remaining Innovator 20+ Year Treasury Bond 9 Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Hantz Financial Services sold 272 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q4 2023, an estimated $5K.
  • Hantz Financial Services first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • Hantz Financial Services's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $5K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q4 2023.

Based on Hantz Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.