KFG Wealth Management’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 | $2.81M | Sell |
98,007
-5,651
| -5% | -$162K | 0.45% | 38 |
|
|
2025
Q1 | $2.91M | Sell |
103,658
-2,501
| -2% | -$70.2K | 0.53% | 34 |
|
|
2024
Q4 | $2.95M | Sell |
106,159
-2,187
| -2% | -$60.7K | 0.55% | 34 |
|
|
2024
Q3 | $2.97M | Sell |
108,346
-1,500
| -1% | -$41.2K | 0.65% | 36 |
|
|
2024
Q2 | $2.94M | Sell |
109,846
-986
| -0.9% | -$26.4K | 1.17% | 24 |
|
|
2024
Q1 | $2.92M | Buy |
110,832
+8,012
| +8% | +$211K | 1.2% | 23 |
|
|
2023
Q4 | $2.64M | Buy |
102,820
+27,611
| +37% | +$709K | 1.2% | 22 |
|
|
2023
Q3 | $1.84M | Buy |
+75,209
| New | +$1.84M | 1% | 25 |
|