IFP Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $133K | Sell |
4,645
-955
| -17% | -$27.4K | ﹤0.01% | 1480 |
|
2025
Q1 | $157K | Hold |
5,600
| – | – | ﹤0.01% | 1288 |
|
2024
Q4 | $156K | Sell |
5,600
-600
| -10% | -$16.7K | 0.01% | 1260 |
|
2024
Q3 | $170K | Buy |
6,200
+3,200
| +107% | +$87.8K | 0.01% | 1160 |
|
2024
Q2 | $80.3K | Hold |
3,000
| – | – | ﹤0.01% | 1452 |
|
2024
Q1 | $78.9K | Hold |
3,000
| – | – | ﹤0.01% | 1389 |
|
2023
Q4 | $77K | Hold |
3,000
| – | – | ﹤0.01% | 1362 |
|
2023
Q3 | $73.3K | Buy |
+3,000
| New | +$73.3K | ﹤0.01% | 1404 |
|