ICG
TJUL icon

InterOcean Capital Group’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

InterOcean Capital Group’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
Q1 		$847K Buy
+32,176
New +$835K 0.02% 234

Other funds holding TJUL

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

InterOcean Capital Group's TJUL Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q1 2024: 32,176 shares worth $847K. The stake represents 0.02% of the portfolio and ranks #234 among its holdings.

92 funds tracked by Wall St. Rank hold TJUL as of Q1 2024.

  • InterOcean Capital Group held 32,176 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $847K as of Q1 2024.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 was a new InterOcean Capital Group position in Q1 2024.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.02% of InterOcean Capital Group's portfolio in Q1 2024, its #234 holding.
  • 92 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.