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John W. Brooker & Co’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

John W. Brooker & Co’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
Q4 		– Sell
-18,175
Closed -$499K – 78
2024
Q3 		$499K Hold
18,175
– – 0.23% 57
2024
Q2 		$487K Hold
18,175
– – 0.24% 56
2024
Q1 		$478K Hold
18,175
– – 0.26% 54
2023
Q4 		$467K Hold
18,175
– – 0.27% 50
2023
Q3 		$444K Buy
+18,175
New +$450K 0.28% 48

Other funds holding TJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
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
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

John W. Brooker & Co's TJUL Position: Q4 2024 in Review

John W. Brooker & Co sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q4 2024, closing a stake of 18,175 shares — an estimated $499K sold.

John W. Brooker & Co first reported a position in TJUL in Q3 2023 and held it in 5 quarters. The position peaked at $499K in Q3 2024. 91 funds tracked by Wall St. Rank hold TJUL as of Q4 2024.

  • John W. Brooker & Co reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q4 2024 after selling out during the quarter.
  • John W. Brooker & Co sold 18,175 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q4 2024, an estimated $499K.
  • John W. Brooker & Co first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and held it in 5 quarters.
  • John W. Brooker & Co's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $499K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q4 2024.

Based on John W. Brooker & Co's 13F filing for Q4 2024, filed 27 Jan 2025.